Filed December 28, 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 | $186,404 | $198,466-6.1% | $170,442+9.4% | $147,584+26.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.58% | 257.29%-245.7pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $12,688 | $6,184+105.2% | $5,433+133.6% | $4,876+160.2% |
| Participant deferral / active EE | $18,221 | $5,629+223.7% | $4,939+268.9% | $5,439+235.0% |
| Admin fee / account holder | $1,019 | $16,852-94.0% | $13,880-92.7% | $10,885-90.6% |