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 | $89,144 | $46,553+91.5% | $64,056+39.2% | $75,163+18.6% |
| Participation rate | 97.2% | 65.9%+31.3pp | 72.3%+24.9pp | 67.2%+30.0pp |
| Annual return | 17.41% | 26.03%-8.6pp | 33.69%-16.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,121 | $1,974+108.8% | $2,747+50.0% | $2,670+54.4% |
| Participant deferral / active EE | $7,986 | $2,837+181.5% | $3,880+105.8% | $4,125+93.6% |
| Admin fee / account holder | $8,384 | $2,952+184.0% | $3,068+173.3% | $5,651+48.4% |