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 | $121,603 | $78,705+54.5% | $117,854+3.2% | $70,131+73.4% |
| Participation rate | 71.1% | 73.2%-2.1pp | 79.7%-8.6pp | 69.5%+1.6pp |
| Annual return | 13.42% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,293 | $2,223+3.1% | $3,786-39.4% | $2,342-2.1% |
| Participant deferral / active EE | $4,053 | $3,297+22.9% | $4,482-9.6% | $3,332+21.7% |
| Admin fee / account holder | $1,076 | $5,065-78.7% | $8,020-86.6% | $4,645-76.8% |