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 | $139,157 | $83,477+66.7% | $125,175+11.2% | $72,985+90.7% |
| Participation rate | 79.1% | 73.3%+5.8pp | 79.8%-0.7pp | 69.5%+9.6pp |
| Annual return | 16.34% | 25.78%-9.4pp | 43.79%-27.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,411 | $2,345+2.8% | $3,865-37.6% | $2,440-1.2% |
| Participant deferral / active EE | $4,559 | $3,585+27.1% | $4,937-7.7% | $3,607+26.4% |
| Admin fee / account holder | $5,139 | $5,517-6.9% | $9,702-47.0% | $5,124+0.3% |