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 | $134,455 | $51,576+160.7% | $129,207+4.1% | $80,856+66.3% |
| Participation rate | 95.2% | 57.0%+38.3pp | 69.6%+25.6pp | 67.6%+27.6pp |
| Annual return | 18.46% | 20.81%-2.3pp | 9417.33%-9398.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $10,074 | $1,584+536.1% | $4,153+142.6% | $2,755+265.7% |
| Participant deferral / active EE | $9,400 | $2,669+252.2% | $4,168+125.6% | $4,296+118.8% |
| Admin fee / account holder | $8,756 | $4,305+103.4% | $7,715+13.5% | $6,918+26.6% |