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 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 | $241,651 | $89,355+170.4% | $141,162+71.2% | $72,985+231.1% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 22.84% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,706 | $3,114-13.1% | $4,735-42.9% | $2,440+10.9% |
| Participant deferral / active EE | $6,393 | $5,418+18.0% | $6,709-4.7% | $3,607+77.2% |
| Admin fee / account holder | $10,437 | $5,958+75.2% | $10,261+1.7% | $5,124+103.7% |