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 | $68,086 | $45,035+51.2% | $62,995+8.1% | $70,131-2.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.24% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $972 | $2,051-52.6% | $2,759-64.8% | $2,342-58.5% |
| Participant deferral / active EE | $2,218 | $2,465-10.0% | $3,329-33.4% | $3,332-33.4% |
| Admin fee / account holder | $843 | $2,834-70.3% | $3,600-76.6% | $4,645-81.9% |