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 | $153,534 | $99,985+53.6% | $146,665+4.7% | $85,850+78.8% |
| Participation rate | 84.0% | 73.1%+10.9pp | 80.1%+3.9pp | 69.3%+14.7pp |
| Annual return | 14.75% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,663 | $2,559+43.2% | $4,136-11.4% | $2,565+42.8% |
| Participant deferral / active EE | $4,975 | $4,006+24.2% | $5,506-9.6% | $3,952+25.9% |
| Admin fee / account holder | $63,337 | $7,702+722.3% | $10,280+516.1% | $6,260+911.8% |