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 | $210,746 | $99,985+110.8% | $146,665+43.7% | $85,850+145.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.74% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,427 | $2,559+33.9% | $4,136-17.1% | $2,565+33.6% |
| Participant deferral / active EE | $10,600 | $4,006+164.6% | $5,506+92.5% | $3,952+168.2% |
| Admin fee / account holder | $9,399 | $7,702+22.0% | $10,280-8.6% | $6,260+50.1% |