Filed May 3, 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 | $160,744 | $89,753+79.1% | $107,525+49.5% | $84,808+89.5% |
| Participation rate | 98.9% | 68.1%+30.8pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 14.25% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,200 | $3,113+2.8% | $3,754-14.8% | $2,631+21.6% |
| Participant deferral / active EE | $11,276 | $4,056+178.0% | $5,116+120.4% | $4,212+167.7% |
| Admin fee / account holder | $10,735 | $7,222+48.6% | $8,919+20.4% | $7,344+46.2% |