Filed January 9, 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 | $123,615 | $54,726+125.9% | $68,793+79.7% | $64,186+92.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.13% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,025 | $1,846+172.2% | $2,625+91.4% | $2,381+111.1% |
| Participant deferral / active EE | $7,546 | $2,626+187.3% | $3,311+127.9% | $3,470+117.5% |
| Admin fee / account holder | $14,536 | $4,027+261.0% | $5,131+183.3% | $4,888+197.4% |