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 | $108,575 | $49,173+120.8% | $121,098-10.3% | $75,163+44.5% |
| Participation rate | 93.2% | 55.4%+37.8pp | 69.5%+23.7pp | 67.2%+26.0pp |
| Annual return | 24.02% | 55.99%-32.0pp | 985.75%-961.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $10,835 | $1,546+601.0% | $4,164+160.2% | $2,670+305.8% |
| Participant deferral / active EE | $8,304 | $2,628+216.0% | $4,080+103.5% | $4,125+101.3% |
| Admin fee / account holder | $19,049 | $3,942+383.3% | $5,644+237.5% | $5,651+237.1% |