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 | $61,007 | $39,122+55.9% | $57,179+6.7% | $62,891-3.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.96% | 9.23%-2.3pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,576 | $1,874-15.9% | $2,682-41.3% | $2,281-30.9% |
| Participant deferral / active EE | $24,149 | $2,374+917.3% | $3,096+680.0% | $3,203+654.0% |
| Admin fee / account holder | $2,581 | $2,592-0.4% | $3,139-17.8% | $4,296-39.9% |