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 | $243,046 | $110,094+120.8% | $151,611+60.3% | $68,494+254.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -1.81% | -10.12%+8.3pp | 3.33%-5.1pp | -7.84%+6.0pp |
| Employer contribution / active EE | $6,725 | $4,471+50.4% | $6,166+9.1% | $2,596+159.0% |
| Participant deferral / active EE | $10,590 | $6,527+62.2% | $8,363+26.6% | $4,027+163.0% |
| Admin fee / account holder | $10,110 | $7,719+31.0% | $11,616-13.0% | $5,403+87.1% |