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 | $128,169 | $69,515+84.4% | $86,874+47.5% | $85,850+49.3% |
| Participation rate | 95.3% | 66.3%+29.0pp | 71.6%+23.7pp | 69.3%+26.0pp |
| Annual return | 11.67% | 20.12%-8.5pp | 63.52%-51.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,733 | $1,880+204.9% | $2,495+129.7% | $2,565+123.5% |
| Participant deferral / active EE | $7,594 | $2,919+160.1% | $3,699+105.3% | $3,952+92.2% |
| Admin fee / account holder | $29,028 | $5,972+386.1% | $5,828+398.1% | $6,260+363.7% |