Filed January 6, 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 | $97,503 | $45,073+116.3% | $69,455+40.4% | $72,985+33.6% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 22.43% | 22.65%-0.2pp | 28.97%-6.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $3,196 | $2,054+55.6% | $2,779+15.0% | $2,440+31.0% |
| Participant deferral / active EE | $6,740 | $2,602+159.1% | $3,535+90.6% | $3,607+86.8% |
| Admin fee / account holder | $1,601 | $3,056-47.6% | $3,839-58.3% | $5,124-68.7% |