Filed December 28, 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 | $62,395 | $125,758-50.4% | $169,993-63.3% | $75,163-17.0% |
| Participation rate | 72.2% | 83.6%-11.4pp | 87.0%-14.8pp | 67.2%+5.0pp |
| Annual return | 13.75% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,368 | $4,615-27.0% | $6,785-50.4% | $2,670+26.2% |
| Participant deferral / active EE | $3,833 | $6,837-43.9% | $10,408-63.2% | $4,125-7.1% |
| Admin fee / account holder | $12,621 | $8,173+54.4% | $12,815-1.5% | $5,651+123.3% |