Filed February 14, 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 | $186,623 | $78,705+137.1% | $117,854+58.4% | $70,131+166.1% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 20.99% | 23.30%-2.3pp | 335.08%-314.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,826 | $2,223+72.1% | $3,786+1.1% | $2,342+63.3% |
| Participant deferral / active EE | $6,217 | $3,297+88.6% | $4,482+38.7% | $3,332+86.6% |
| Admin fee / account holder | $3,479 | $5,065-31.3% | $8,020-56.6% | $4,645-25.1% |