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 | $123,551 | $53,822+129.6% | $75,696+63.2% | $85,850+43.9% |
| Participation rate | 95.1% | 69.1%+26.1pp | 74.8%+20.3pp | 69.3%+25.8pp |
| Annual return | 14.78% | 24.54%-9.8pp | 104.53%-89.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,129 | $2,017+104.8% | $2,743+50.6% | $2,565+61.0% |
| Participant deferral / active EE | $7,940 | $2,895+174.3% | $3,821+107.8% | $3,952+100.9% |
| Admin fee / account holder | $6,830 | $3,343+104.3% | $3,619+88.7% | $6,260+9.1% |