Filed March 15, 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 | $234,294 | $56,053+318.0% | $75,972+208.4% | $80,856+189.8% |
| Participation rate | 87.2% | 62.0%+25.2pp | 69.1%+18.2pp | 67.6%+19.6pp |
| Annual return | 19.76% | 20.53%-0.8pp | 359.55%-339.8pp | 35.59%-15.8pp |
| Employer contribution / active EE | $12,908 | $1,874+588.8% | $2,685+380.8% | $2,755+368.6% |
| Participant deferral / active EE | $7,520 | $3,052+146.4% | $4,255+76.7% | $4,296+75.1% |
| Admin fee / account holder | $7,541 | $5,234+44.1% | $6,467+16.6% | $6,918+9.0% |