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 | $238,472 | $53,777+343.4% | $134,143+77.8% | $79,858+198.6% |
| Participation rate | 91.5% | 58.8%+32.7pp | 72.2%+19.3pp | 69.6%+21.9pp |
| Annual return | 11.36% | 19.01%-7.6pp | 36.33%-25.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $753 | $1,321-43.0% | $3,704-79.7% | $2,471-69.5% |
| Participant deferral / active EE | $4,293 | $2,420+77.4% | $3,499+22.7% | $3,740+14.8% |
| Admin fee / account holder | $27,712 | $3,984+595.6% | $6,684+314.6% | $5,306+422.2% |