Filed January 6, 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 | $155,388 | $78,705+97.4% | $117,854+31.8% | $70,131+121.6% |
| Participation rate | 86.1% | 73.2%+12.9pp | 79.7%+6.4pp | 69.5%+16.6pp |
| Annual return | 17.31% | 23.30%-6.0pp | 335.08%-317.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,694 | $2,223+66.1% | $3,786-2.4% | $2,342+57.7% |
| Participant deferral / active EE | $7,170 | $3,297+117.4% | $4,482+60.0% | $3,332+115.2% |
| Admin fee / account holder | $1,827 | $5,065-63.9% | $8,020-77.2% | $4,645-60.7% |