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 | $73,787-48.9% | $98,716-61.8% | $82,448-54.2% |
| Participation rate | 75.8% | 61.4%+14.3pp | 69.3%+6.5pp | 68.1%+7.7pp |
| Annual return | 20.49% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,120 | $1,511+40.3% | $2,279-7.0% | $2,551-16.9% |
| Participant deferral / active EE | $6,525 | $3,081+111.7% | $4,048+61.2% | $4,139+57.6% |
| Admin fee / account holder | $4,743 | $6,500-27.0% | $8,703-45.5% | $7,234-34.4% |