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 | $157,261 | $48,364+225.2% | $71,796+119.0% | $62,891+150.1% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | 8.26% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,223 | $1,042+209.4% | $1,924+67.5% | $2,281+41.3% |
| Participant deferral / active EE | $3,916 | $2,091+87.2% | $2,794+40.1% | $3,203+22.3% |
| Admin fee / account holder | $3,401 | $3,771-9.8% | $4,815-29.4% | $4,296-20.8% |