Filed January 23, 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 9-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 | $94,169 | $58,694+60.4% | $142,863-34.1% | $85,850+9.7% |
| Participation rate | 89.5% | 58.5%+31.0pp | 71.9%+17.5pp | 69.3%+20.2pp |
| Annual return | 23.15% | 27.72%-4.6pp | 5637.54%-5614.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $697 | $1,423-51.0% | $4,144-83.2% | $2,565-72.8% |
| Participant deferral / active EE | $5,513 | $2,607+111.5% | $3,837+43.7% | $3,952+39.5% |
| Admin fee / account holder | $13,799 | $4,239+225.5% | $6,560+110.3% | $6,260+120.4% |