Filed January 27, 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 | $166,081 | $65,365+154.1% | $92,893+78.8% | $72,985+127.6% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.0%+14.2pp | 69.5%+20.7pp |
| Annual return | 20.62% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,873 | $2,594+10.7% | $3,653-21.4% | $2,440+17.7% |
| Participant deferral / active EE | $5,531 | $3,128+76.8% | $4,236+30.6% | $3,607+53.3% |
| Admin fee / account holder | $15,665 | $4,251+268.5% | $5,794+170.4% | $5,124+205.7% |