Filed March 9, 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 | $189,710 | $109,359+73.5% | $162,163+17.0% | $72,985+159.9% |
| Participation rate | 97.6% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.1pp |
| Annual return | 20.98% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $20,147 | $3,907+415.6% | $5,614+258.9% | $2,440+725.8% |
| Participant deferral / active EE | $10,293 | $5,481+87.8% | $7,298+41.0% | $3,607+185.3% |
| Admin fee / account holder | $44,067 | $7,972+452.8% | $10,843+306.4% | $5,124+759.9% |