Filed December 10, 2005
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 | $85,832 | $86,929-1.3% | $102,423-16.2% | $80,856+6.2% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.6%+22.8pp |
| Annual return | 11.71% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,765 | $2,369+16.7% | $3,023-8.5% | $2,755+0.4% |
| Participant deferral / active EE | $4,486 | $4,118+8.9% | $5,053-11.2% | $4,296+4.4% |
| Admin fee / account holder | $2,596 | $8,049-67.8% | $9,451-72.5% | $6,918-62.5% |