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 | $152,384 | $70,756+115.4% | $65,493+132.7% | $142,382+7.0% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 16.10% | 1754.89%-1738.8pp | 982.45%-966.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,837 | $2,881+102.6% | $2,574+126.7% | $4,299+35.8% |
| Participant deferral / active EE | $16,850 | $4,637+263.3% | $3,961+325.4% | $6,507+158.9% |
| Admin fee / account holder | $14,248 | $6,559+117.2% | $5,028+183.4% | $12,624+12.9% |