Filed November 15, 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 | $55,443 | $48,795+13.6% | $65,493-15.3% | $84,808-34.6% |
| Participation rate | 92.0% | 67.0%+25.0pp | 73.1%+18.9pp | 68.3%+23.7pp |
| Annual return | 12.55% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,143 | $1,930+11.1% | $2,574-16.7% | $2,631-18.5% |
| Participant deferral / active EE | $2,549 | $2,928-13.0% | $3,961-35.7% | $4,212-39.5% |
| Admin fee / account holder | $2,661 | $3,877-31.4% | $5,028-47.1% | $7,344-63.8% |