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 | $141,568 | $109,881+28.8% | $150,045-5.7% | $84,808+66.9% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 18.51% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,420 | $3,561-60.1% | $4,693-69.7% | $2,631-46.0% |
| Participant deferral / active EE | $14,566 | $6,636+119.5% | $7,997+82.1% | $4,212+245.9% |
| Admin fee / account holder | $8,016 | $8,568-6.4% | $13,435-40.3% | $7,344+9.1% |