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 | $130,310 | $58,694+122.0% | $142,863-8.8% | $85,850+51.8% |
| Participation rate | 88.1% | 58.5%+29.6pp | 71.9%+16.2pp | 69.3%+18.8pp |
| Annual return | 16.45% | 27.72%-11.3pp | 5637.54%-5621.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $11,599 | $1,423+715.3% | $4,144+179.9% | $2,565+352.2% |
| Participant deferral / active EE | $8,381 | $2,607+221.4% | $3,837+118.4% | $3,952+112.1% |
| Admin fee / account holder | $7,285 | $4,239+71.9% | $6,560+11.1% | $6,260+16.4% |