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 | $184,469 | $104,251+76.9% | $91,001+102.7% | $147,584+25.0% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.6%+9.4pp | 82.8%+2.2pp |
| Annual return | 17.17% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,163 | $3,116+1.5% | $2,456+28.8% | $4,876-35.1% |
| Participant deferral / active EE | $7,284 | $4,195+73.6% | $3,547+105.3% | $5,439+33.9% |
| Admin fee / account holder | $7,207 | $8,948-19.5% | $5,417+33.0% | $10,885-33.8% |