Filed December 13, 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 9-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 | $77,930 | $48,076+62.1% | $78,689-1.0% | $62,891+23.9% |
| Participation rate | 95.2% | 65.2%+30.0pp | 73.6%+21.7pp | 69.3%+25.9pp |
| Annual return | 5.26% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,272 | $2,015+12.8% | $2,851-20.3% | $2,281-0.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,458 | $3,207+7.8% | $4,510-23.3% | $4,296-19.5% |