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 | $89,109 | $48,570+83.5% | $130,648-31.8% | $72,985+22.1% |
| Participation rate | 93.3% | 58.6%+34.8pp | 71.7%+21.6pp | 69.5%+23.8pp |
| Annual return | 20.18% | 38.63%-18.5pp | 1708.96%-1688.8pp | 81.00%-60.8pp |
| Employer contribution / active EE | $9,498 | $1,334+611.9% | $4,092+132.1% | $2,440+289.3% |
| Participant deferral / active EE | $8,004 | $2,384+235.8% | $3,603+122.2% | $3,607+121.9% |
| Admin fee / account holder | $10,700 | $3,549+201.5% | $5,464+95.8% | $5,124+108.8% |