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 | $207,353 | $116,175+78.5% | $93,606+121.5% | $152,861+35.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.08% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,031 | $3,218-5.8% | $2,718+11.5% | $4,762-36.4% |
| Participant deferral / active EE | $8,760 | $4,603+90.3% | $4,069+115.3% | $5,850+49.7% |
| Admin fee / account holder | $13,067 | $10,748+21.6% | $7,888+65.7% | $11,596+12.7% |