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 | $234,511 | $48,570+382.8% | $130,648+79.5% | $72,985+221.3% |
| Participation rate | 95.5% | 58.6%+36.9pp | 71.7%+23.7pp | 69.5%+26.0pp |
| Annual return | 22.63% | 38.63%-16.0pp | 1708.96%-1686.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,300 | $1,334+447.2% | $4,092+78.4% | $2,440+199.2% |
| Participant deferral / active EE | $5,030 | $2,384+111.0% | $3,603+39.6% | $3,607+39.4% |
| Admin fee / account holder | $11,970 | $3,549+237.3% | $5,464+119.1% | $5,124+133.6% |