Filed January 19, 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 | $192,872 | $73,787+161.4% | $98,716+95.4% | $82,448+133.9% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.3%+27.8pp | 68.1%+29.1pp |
| Annual return | 16.19% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,737 | $1,511+147.3% | $2,279+64.0% | $2,551+46.5% |
| Participant deferral / active EE | $5,716 | $3,081+85.5% | $4,048+41.2% | $4,139+38.1% |
| Admin fee / account holder | $5,471 | $6,500-15.8% | $8,703-37.1% | $7,234-24.4% |