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 | $237,612 | $49,173+383.2% | $121,098+96.2% | $75,163+216.1% |
| Participation rate | 95.8% | 55.4%+40.4pp | 69.5%+26.3pp | 67.2%+28.6pp |
| Annual return | 15.84% | 55.99%-40.2pp | 985.75%-969.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $8,359 | $1,546+440.8% | $4,164+100.8% | $2,670+213.1% |
| Participant deferral / active EE | $5,785 | $2,628+120.2% | $4,080+41.8% | $4,125+40.2% |
| Admin fee / account holder | $19,364 | $3,942+391.3% | $5,644+243.1% | $5,651+242.7% |