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 | $30,102 | $58,208-48.3% | $81,812-63.2% | $80,856-62.8% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 17.05% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $377 | $2,340-83.9% | $2,912-87.1% | $2,755-86.3% |
| Participant deferral / active EE | $2,472 | $3,281-24.6% | $4,319-42.8% | $4,296-42.5% |
| Admin fee / account holder | $9,116 | $4,981+83.0% | $7,386+23.4% | $6,918+31.8% |