Filed February 21, 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 | $215,794 | $67,606+219.2% | $82,313+162.2% | $70,131+207.7% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 18.83% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,747 | $1,755+56.5% | $2,428+13.1% | $2,342+17.3% |
| Participant deferral / active EE | $12,879 | $2,987+331.2% | $3,706+247.5% | $3,332+286.5% |
| Admin fee / account holder | $23,569 | $4,512+422.4% | $5,608+320.3% | $4,645+407.4% |