Filed January 14, 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 | $152,154 | $94,529+61.0% | $140,016+8.7% | $64,186+137.1% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.1pp |
| Annual return | 175.31% | 7.77%+167.5pp | 651.12%-475.8pp | 7.63%+167.7pp |
| Employer contribution / active EE | $4,976 | $3,812+30.5% | $5,606-11.2% | $2,381+109.0% |
| Participant deferral / active EE | $7,262 | $5,250+38.3% | $6,927+4.8% | $3,470+109.3% |
| Admin fee / account holder | $1,938 | $6,741-71.2% | $10,705-81.9% | $4,888-60.3% |