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 | $116,596 | $63,764+82.9% | $81,930+42.3% | $79,858+46.0% |
| Participation rate | 98.1% | 67.5%+30.6pp | 72.0%+26.1pp | 69.6%+28.4pp |
| Annual return | 16.72% | 22.66%-5.9pp | 29.49%-12.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,888 | $1,795+172.3% | $4,310+13.4% | $2,471+97.8% |
| Participant deferral / active EE | $6,156 | $2,780+121.4% | $7,107-13.4% | $3,740+64.6% |
| Admin fee / account holder | $18,277 | $4,426+312.9% | $5,158+254.3% | $5,306+244.4% |