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 | $159,868 | $53,516+198.7% | $126,539+26.3% | $84,808+88.5% |
| Participation rate | 93.2% | 58.2%+34.9pp | 69.8%+23.4pp | 68.3%+24.9pp |
| Annual return | 17.24% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $24,383 | $1,535+1488.8% | $3,674+563.7% | $2,631+826.8% |
| Participant deferral / active EE | $9,636 | $2,671+260.8% | $4,083+136.0% | $4,212+128.8% |
| Admin fee / account holder | $7,859 | $4,497+74.8% | $6,065+29.6% | $7,344+7.0% |