Filed November 9, 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 6-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 | $51,453 | $99,341-48.2% | $84,750-39.3% | $273,961-81.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,568 | $4,214-39.0% | $3,574-28.1% | $4,869-47.2% |
| Participant deferral / active EE | $1,510 | $4,269-64.6% | $3,712-59.3% | $5,287-71.4% |
| Admin fee / account holder | $436 | $6,644-93.4% | $5,332-91.8% | $10,132-95.7% |