Filed January 12, 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 | $245,596 | $80,673+204.4% | $101,326+142.4% | $84,808+189.6% |
| Participation rate | 93.1% | 77.8%+15.3pp | 81.5%+11.6pp | 68.3%+24.8pp |
| Annual return | 14.63% | 38.95%-24.3pp | 36.82%-22.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,988 | $6,840+31.4% | $7,994+12.4% | $4,212+113.4% |
| Admin fee / account holder | $14,810 | $12,784+15.8% | $11,185+32.4% | $7,344+101.7% |