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 | $112,118 | $49,227+127.8% | $70,449+59.1% | $79,858+40.4% |
| Participation rate | 97.7% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 16.83% | 30.06%-13.2pp | 109.03%-92.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,723 | $2,099+77.4% | $2,737+36.1% | $2,471+50.7% |
| Participant deferral / active EE | $7,641 | $2,768+176.1% | $3,709+106.0% | $3,740+104.3% |
| Admin fee / account holder | $2,610 | $2,878-9.3% | $3,845-32.1% | $5,306-50.8% |