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 | $241,010 | $93,571+157.6% | $135,903+77.3% | $75,163+220.6% |
| Participation rate | 90.2% | 75.2%+15.1pp | 81.9%+8.3pp | 67.2%+23.1pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,017 | $3,537+13.6% | $4,856-17.3% | $2,670+50.5% |
| Participant deferral / active EE | $8,931 | $6,404+39.5% | $7,758+15.1% | $4,125+116.5% |
| Admin fee / account holder | $11,648 | $6,975+67.0% | $10,762+8.2% | $5,651+106.1% |