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 | $188,785 | $109,359+72.6% | $162,163+16.4% | $72,985+158.7% |
| Participation rate | 95.3% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 19.13% | 25.46%-6.3pp | 115.59%-96.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $5,225 | $3,907+33.7% | $5,614-6.9% | $2,440+114.2% |
| Participant deferral / active EE | $7,736 | $5,481+41.1% | $7,298+6.0% | $3,607+114.4% |
| Admin fee / account holder | $3,651 | $7,972-54.2% | $10,843-66.3% | $5,124-28.7% |