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 | $118,088 | $68,719+71.8% | $91,541+29.0% | $84,808+39.2% |
| Participation rate | 93.2% | 64.5%+28.7pp | 69.8%+23.4pp | 68.3%+24.9pp |
| Annual return | 14.27% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,954 | $1,920+158.0% | $2,505+97.8% | $2,631+88.3% |
| Participant deferral / active EE | $7,327 | $3,136+133.7% | $4,008+82.8% | $4,212+74.0% |
| Admin fee / account holder | $18,067 | $5,786+212.2% | $6,956+159.7% | $7,344+146.0% |