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 | $57,952 | $76,552-24.3% | $123,892-53.2% | $62,891-7.9% |
| Participation rate | 99.0% | 73.0%+26.0pp | 81.4%+17.6pp | 69.3%+29.7pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,628 | $2,883-43.5% | $4,617-64.7% | $2,281-28.6% |
| Participant deferral / active EE | $8,134 | $4,840+68.1% | $5,984+35.9% | $3,203+154.0% |
| Admin fee / account holder | $3,310 | $4,826-31.4% | $8,357-60.4% | $4,296-22.9% |