Filed January 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,064 | $53,516+128.1% | $126,539-3.5% | $84,808+43.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.17% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,924 | $1,535+155.7% | $3,674+6.8% | $2,631+49.2% |
| Participant deferral / active EE | $8,191 | $2,671+206.7% | $4,083+100.6% | $4,212+94.5% |
| Admin fee / account holder | $5,500 | $4,497+22.3% | $6,065-9.3% | $7,344-25.1% |