Filed January 9, 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 | $190,824 | $46,869+307.1% | $122,332+56.0% | $70,131+172.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.76% | 24.22%-8.5pp | 30.27%-14.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $7,333 | $1,288+469.4% | $4,050+81.0% | $2,342+213.0% |
| Participant deferral / active EE | $5,340 | $2,166+146.5% | $3,287+62.5% | $3,332+60.3% |
| Admin fee / account holder | $15,155 | $3,322+356.1% | $5,478+176.7% | $4,645+226.2% |