Filed January 23, 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 | $167,666 | $93,571+79.2% | $135,903+23.4% | $75,163+123.1% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 18.83% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $6,147 | $3,537+73.8% | $4,856+26.6% | $2,670+130.3% |
| Participant deferral / active EE | $9,866 | $6,404+54.1% | $7,758+27.2% | $4,125+139.2% |
| Admin fee / account holder | $6,508 | $6,975-6.7% | $10,762-39.5% | $5,651+15.2% |