Filed January 6, 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 | $157,038 | $65,685+139.1% | $57,179+174.6% | $273,961-42.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.87% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $15,397 | $3,279+369.6% | $2,682+474.0% | $4,869+216.2% |
| Participant deferral / active EE | $9,281 | $3,782+145.4% | $3,096+199.8% | $5,287+75.5% |
| Admin fee / account holder | $2,884 | $4,835-40.3% | $3,139-8.1% | $10,132-71.5% |