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 | $192,115 | $138,347+38.9% | $184,203+4.3% | $80,856+137.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.75% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,440 | $4,850+12.2% | $6,427-15.4% | $2,755+97.5% |
| Participant deferral / active EE | $9,708 | $7,071+37.3% | $9,131+6.3% | $4,296+126.0% |
| Admin fee / account holder | $10,547 | $10,483+0.6% | $13,901-24.1% | $6,918+52.5% |