Filed April 7, 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 | $137,432 | $43,723+214.3% | $121,196+13.4% | $64,186+114.1% |
| Participation rate | 98.2% | 58.3%+39.9pp | 71.7%+26.4pp | 69.6%+28.6pp |
| Annual return | 9.49% | 68.91%-59.4pp | 16.93%-7.4pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,932 | $1,296+49.0% | $4,022-52.0% | $2,381-18.9% |
| Participant deferral / active EE | $4,855 | $2,280+113.0% | $3,344+45.2% | $3,470+39.9% |
| Admin fee / account holder | $7,066 | $3,501+101.8% | $5,019+40.8% | $4,888+44.5% |