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 | $80,919 | $46,869+72.7% | $122,332-33.9% | $70,131+15.4% |
| Participation rate | 93.0% | 58.2%+34.8pp | 71.6%+21.4pp | 69.5%+23.5pp |
| Annual return | 15.52% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $8,560 | $1,288+564.7% | $4,050+111.3% | $2,342+265.4% |
| Participant deferral / active EE | $7,093 | $2,166+227.4% | $3,287+115.8% | $3,332+112.9% |
| Admin fee / account holder | $2,133 | $3,322-35.8% | $5,478-61.1% | $4,645-54.1% |