Filed February 22, 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 | $82,029 | $49,177+66.8% | $79,464+3.2% | $64,186+27.8% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | 9.91% | -1.16%+11.1pp | 718.14%-708.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $2,388 | $2,076+15.0% | $2,800-14.7% | $2,381+0.3% |
| Participant deferral / active EE | $8,545 | $2,821+202.9% | $3,704+130.7% | $3,470+146.3% |
| Admin fee / account holder | $22,312 | $3,839+481.2% | $5,113+336.4% | $4,888+356.5% |