Filed January 12, 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 | $140,511 | $154,117-8.8% | $129,995+8.1% | $139,434+0.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 32.48%-21.3pp | -137.18%+148.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,716 | $5,289-10.8% | $4,320+9.2% | $4,751-0.7% |
| Participant deferral / active EE | $9,710 | $6,710+44.7% | $5,820+66.8% | $6,710+44.7% |
| Admin fee / account holder | $71,277 | $14,007+408.9% | $10,614+571.5% | $11,403+525.1% |