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 | $50,226 | $60,349-16.8% | $74,183-32.3% | $62,891-20.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.42% | 21.37%-9.0pp | 17.74%-5.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $5,319 | $1,680+216.6% | $2,370+124.4% | $2,281+133.2% |
| Participant deferral / active EE | $2,743 | $2,856-3.9% | $3,550-22.7% | $3,203-14.3% |
| Admin fee / account holder | $2,236 | $4,261-47.5% | $5,586-60.0% | $4,296-47.9% |