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 | $130,788 | $87,841+48.9% | $133,980-2.4% | $62,891+108.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.75% | 12.05%+0.7pp | 29.30%-16.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $4,433 | $3,483+27.3% | $5,211-14.9% | $2,281+94.3% |
| Participant deferral / active EE | $6,581 | $4,812+36.8% | $6,282+4.8% | $3,203+105.5% |
| Admin fee / account holder | $1,294 | $5,371-75.9% | $9,324-86.1% | $4,296-69.9% |