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 | $209,409 | $37,426+459.5% | $77,482+170.3% | $79,858+162.2% |
| Participation rate | 88.1% | 41.5%+46.6pp | 54.2%+33.9pp | 69.6%+18.4pp |
| Annual return | 15.01% | 39.70%-24.7pp | 54.79%-39.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,954 | $637+992.2% | $986+605.0% | $2,471+181.4% |
| Participant deferral / active EE | $6,654 | $1,260+428.1% | $1,861+257.5% | $3,740+77.9% |
| Admin fee / account holder | $17,740 | $2,504+608.5% | $2,858+520.8% | $5,306+234.3% |