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 | $79,658 | $54,705+45.6% | $71,209+11.9% | $84,808-6.1% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 18.54% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,816 | $2,158-15.9% | $2,721-33.3% | $2,631-31.0% |
| Participant deferral / active EE | $4,772 | $3,030+57.5% | $4,175+14.3% | $4,212+13.3% |
| Admin fee / account holder | $4,760 | $4,863-2.1% | $5,349-11.0% | $7,344-35.2% |