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 | $237,182 | $109,359+116.9% | $162,163+46.3% | $72,985+225.0% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 21.43% | 25.46%-4.0pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,878 | $3,907-26.3% | $5,614-48.7% | $2,440+18.0% |
| Participant deferral / active EE | $8,531 | $5,481+55.6% | $7,298+16.9% | $3,607+136.5% |
| Admin fee / account holder | $1,909 | $7,972-76.1% | $10,843-82.4% | $5,124-62.8% |