Filed January 6, 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 | $112,700 | $51,576+118.5% | $129,207-12.8% | $80,856+39.4% |
| Participation rate | 71.4% | 57.0%+14.5pp | 69.6%+1.8pp | 67.6%+3.8pp |
| Annual return | 21.58% | 20.81%+0.8pp | 9417.33%-9395.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $3,634 | $1,584+129.4% | $4,153-12.5% | $2,755+31.9% |
| Participant deferral / active EE | $4,022 | $2,669+50.7% | $4,168-3.5% | $4,296-6.4% |
| Admin fee / account holder | $13,031 | $4,305+202.7% | $7,715+68.9% | $6,918+88.4% |