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 | $197,999 | $93,571+111.6% | $135,903+45.7% | $75,163+163.4% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 19.65% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,325 | $3,537+50.6% | $4,856+9.7% | $2,670+99.5% |
| Participant deferral / active EE | $11,494 | $6,404+79.5% | $7,758+48.2% | $4,125+178.6% |
| Admin fee / account holder | $793 | $6,975-88.6% | $10,762-92.6% | $5,651-86.0% |