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 | $68,691 | $49,177+39.7% | $79,464-13.6% | $64,186+7.0% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.6%+16.4pp |
| Annual return | -1.73% | -1.16%-0.6pp | 718.14%-719.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $640 | $2,076-69.2% | $2,800-77.1% | $2,381-73.1% |
| Participant deferral / active EE | $4,048 | $2,821+43.5% | $3,704+9.3% | $3,470+16.7% |
| Admin fee / account holder | $792 | $3,839-79.4% | $5,113-84.5% | $4,888-83.8% |