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 | $101,463 | $99,020+2.5% | $86,590+17.2% | $147,584-31.3% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 12.38% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,535 | $3,132+76.7% | $2,839+94.9% | $4,876+13.5% |
| Participant deferral / active EE | $6,647 | $3,972+67.3% | $3,609+84.2% | $5,439+22.2% |
| Admin fee / account holder | $5,036 | $5,710-11.8% | $4,906+2.6% | $10,885-53.7% |