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 | $102,088 | $53,127+92.2% | $86,590+17.9% | $70,131+45.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.56% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $4,890 | $2,068+136.5% | $2,839+72.2% | $2,342+108.8% |
| Participant deferral / active EE | $5,835 | $2,696+116.5% | $3,609+61.7% | $3,332+75.1% |
| Admin fee / account holder | $14,494 | $3,585+304.3% | $4,906+195.5% | $4,645+212.0% |