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 | $179,903 | $78,520+129.1% | $96,576+86.3% | $82,448+118.2% |
| Participation rate | 72.0% | 77.7%-5.8pp | 81.4%-9.5pp | 68.1%+3.9pp |
| Annual return | 17.60% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,949 | $2,630+12.1% | $3,553-17.0% | $2,551+15.6% |
| Participant deferral / active EE | $8,273 | $6,754+22.5% | $7,956+4.0% | $4,139+99.9% |
| Admin fee / account holder | $7,793 | $13,455-42.1% | $11,381-31.5% | $7,234+7.7% |