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 | $180,488 | $91,552+97.1% | $133,956+34.7% | $79,858+126.0% |
| Participation rate | 98.7% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.0pp |
| Annual return | 13.79% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,176 | $2,384+33.3% | $3,919-18.9% | $2,471+28.6% |
| Participant deferral / active EE | $9,520 | $3,733+155.0% | $5,048+88.6% | $3,740+154.5% |
| Admin fee / account holder | $5,029 | $6,321-20.4% | $8,927-43.7% | $5,306-5.2% |