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 | $193,232 | $123,793+56.1% | $177,821+8.7% | $79,858+142.0% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.1pp |
| Annual return | 14.36% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,147 | $4,095+25.7% | $5,918-13.0% | $2,471+108.3% |
| Participant deferral / active EE | $8,031 | $5,956+34.8% | $7,714+4.1% | $3,740+114.7% |
| Admin fee / account holder | $10,615 | $7,243+46.6% | $12,427-14.6% | $5,306+100.0% |