Filed January 6, 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 | $92,490 | $78,705+17.5% | $117,854-21.5% | $70,131+31.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.27% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $4,560 | $2,223+105.1% | $3,786+20.4% | $2,342+94.7% |
| Participant deferral / active EE | $4,737 | $3,297+43.7% | $4,482+5.7% | $3,332+42.2% |
| Admin fee / account holder | $4,112 | $5,065-18.8% | $8,020-48.7% | $4,645-11.5% |