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 3-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 | $37,738 | $74,927-49.6% | $101,794-62.9% | $84,808-55.5% |
| Participation rate | 75.8% | 61.4%+14.4pp | 69.2%+6.6pp | 68.3%+7.4pp |
| Annual return | 20.49% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,120 | $1,522+39.3% | $2,289-7.4% | $2,631-19.4% |
| Participant deferral / active EE | $6,525 | $3,099+110.5% | $4,084+59.8% | $4,212+54.9% |
| Admin fee / account holder | $4,743 | $6,514-27.2% | $8,777-46.0% | $7,344-35.4% |