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 | $80,673+123.0% | $101,326+77.5% | $84,808+112.1% |
| Participation rate | 72.0% | 77.8%-5.8pp | 81.5%-9.5pp | 68.3%+3.6pp |
| Annual return | 17.60% | 38.95%-21.4pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,949 | $2,698+9.3% | $3,665-19.6% | $2,631+12.1% |
| Participant deferral / active EE | $8,273 | $6,840+20.9% | $7,994+3.5% | $4,212+96.4% |
| Admin fee / account holder | $7,793 | $12,784-39.0% | $11,185-30.3% | $7,344+6.1% |