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 | $97,433 | $51,576+88.9% | $129,207-24.6% | $80,856+20.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 20.43% | 20.81%-0.4pp | 9417.33%-9396.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,183 | $1,584-25.3% | $4,153-71.5% | $2,755-57.1% |
| Participant deferral / active EE | $5,014 | $2,669+87.9% | $4,168+20.3% | $4,296+16.7% |
| Admin fee / account holder | $12,889 | $4,305+199.4% | $7,715+67.1% | $6,918+86.3% |