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 | $133,521 | $91,552+45.8% | $133,956-0.3% | $79,858+67.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.80% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,764 | $2,384+99.9% | $3,919+21.6% | $2,471+92.8% |
| Participant deferral / active EE | $3,815 | $3,733+2.2% | $5,048-24.4% | $3,740+2.0% |
| Admin fee / account holder | $25,345 | $6,321+301.0% | $8,927+183.9% | $5,306+377.6% |