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 | $104,719 | $65,409+60.1% | $98,442+6.4% | $85,850+22.0% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.6pp | 69.3%+13.6pp |
| Annual return | 15.03% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,032 | $2,168-52.4% | $2,960-65.1% | $2,565-59.8% |
| Participant deferral / active EE | $4,184 | $3,166+32.1% | $4,276-2.2% | $3,952+5.9% |
| Admin fee / account holder | $1,771 | $4,593-61.4% | $5,949-70.2% | $6,260-71.7% |