Filed December 3, 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 | $223,482 | $77,634+187.9% | $156,549+42.8% | $62,891+255.3% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 7.74% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,333 | $3,444+54.9% | $5,501-3.1% | $2,281+133.8% |
| Participant deferral / active EE | $3,917 | $3,045+28.6% | $4,871-19.6% | $3,203+22.3% |
| Admin fee / account holder | $6,854 | $5,561+23.2% | $13,027-47.4% | $4,296+59.6% |