Filed January 19, 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 | $205,794 | $91,538+124.8% | $129,995+58.3% | $75,163+173.8% |
| Participation rate | 82.5% | 71.4%+11.1pp | 78.5%+4.0pp | 67.2%+15.3pp |
| Annual return | 14.46% | -631.11%+645.6pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,383 | $2,845+18.9% | $4,320-21.7% | $2,670+26.7% |
| Participant deferral / active EE | $9,159 | $4,341+111.0% | $5,820+57.4% | $4,125+122.0% |
| Admin fee / account holder | $91,678 | $6,790+1250.1% | $10,614+763.7% | $5,651+1522.4% |