Filed December 23, 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 | $191,854 | $64,909+195.6% | $82,313+133.1% | $62,292+208.0% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 17.26% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,977 | $1,676+77.6% | $2,428+22.6% | $2,042+45.8% |
| Participant deferral / active EE | $3,699 | $3,103+19.2% | $3,706-0.2% | $3,169+16.7% |
| Admin fee / account holder | $12,160 | $440+2666.2% | $5,608+116.8% | $479+2436.8% |