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 | $173,647 | $78,672+120.7% | $109,143+59.1% | $85,850+102.3% |
| Participation rate | 98.4% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.0pp |
| Annual return | 14.35% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,141 | $2,735+14.9% | $3,722-15.6% | $2,565+22.5% |
| Participant deferral / active EE | $7,292 | $3,467+110.3% | $4,653+56.7% | $3,952+84.5% |
| Admin fee / account holder | $23,610 | $5,469+331.7% | $6,752+249.7% | $6,260+277.2% |