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 | $188,095 | $101,724+84.9% | $164,813+14.1% | $80,856+132.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.39% | 16.72%+6.7pp | 69.93%-46.5pp | 35.59%-12.2pp |
| Employer contribution / active EE | $12,783 | $2,953+332.8% | $4,341+194.5% | $2,755+364.0% |
| Participant deferral / active EE | $5,294 | $4,477+18.2% | $6,031-12.2% | $4,296+23.2% |
| Admin fee / account holder | $22,944 | $8,227+178.9% | $12,690+80.8% | $6,918+231.7% |