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 | $35,400 | $40,256-12.1% | $57,343-38.3% | $59,632-40.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.69% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,713 | $1,922-10.9% | $2,689-36.3% | $2,203-22.2% |
| Participant deferral / active EE | $1,593 | $2,399-33.6% | $3,162-49.6% | $3,192-50.1% |
| Admin fee / account holder | $1,418 | $2,818-49.7% | $3,356-57.7% | $4,297-67.0% |