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 | $122,242 | $35,183+247.4% | $73,545+66.2% | $70,131+74.3% |
| Participation rate | 85.6% | 42.9%+42.6pp | 54.9%+30.6pp | 69.5%+16.0pp |
| Annual return | 20.01% | 26.90%-6.9pp | -15.16%+35.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $5,476 | $709+672.6% | $1,219+349.2% | $2,342+133.8% |
| Participant deferral / active EE | $5,367 | $1,220+340.0% | $1,806+197.2% | $3,332+61.1% |
| Admin fee / account holder | $6,772 | $2,302+194.1% | $2,320+191.9% | $4,645+45.8% |