Filed January 26, 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 | $225,225 | $81,460+176.5% | $103,333+118.0% | $80,856+178.5% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 13.18% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $11,629 | $3,105+274.5% | $3,868+200.7% | $2,755+322.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,261 | $6,566-19.9% | $8,355-37.0% | $6,918-23.9% |