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 | $104,024 | $59,101+76.0% | $77,163+34.8% | $75,163+38.4% |
| Participation rate | 91.7% | 63.9%+27.8pp | 69.6%+22.1pp | 67.2%+24.5pp |
| Annual return | 13.24% | 26.71%-13.5pp | 37.87%-24.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,786 | $1,995+139.9% | $2,535+88.8% | $2,670+79.3% |
| Participant deferral / active EE | $6,444 | $2,999+114.8% | $3,833+68.1% | $4,125+56.2% |
| Admin fee / account holder | $12,427 | $4,774+160.3% | $5,472+127.1% | $5,651+119.9% |