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 | $214,564 | $46,674+359.7% | $117,472+82.7% | $68,494+213.3% |
| Participation rate | 93.2% | 56.8%+36.4pp | 70.6%+22.6pp | 67.9%+25.3pp |
| Annual return | -16.20% | -14.52%-1.7pp | 29.74%-45.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $8,288 | $1,505+450.9% | $4,176+98.5% | $2,596+219.2% |
| Participant deferral / active EE | $5,420 | $2,636+105.6% | $4,070+33.2% | $4,027+34.6% |
| Admin fee / account holder | $30,914 | $4,020+669.0% | $5,645+447.7% | $5,403+472.2% |