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 | $240,808 | $148,978+61.6% | $200,582+20.1% | $84,808+183.9% |
| Participation rate | 94.1% | 84.2%+9.9pp | 86.9%+7.2pp | 68.3%+25.8pp |
| Annual return | 14.53% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,565 | $4,815+36.3% | $6,419+2.3% | $2,631+149.5% |
| Participant deferral / active EE | $11,310 | $7,142+58.4% | $9,331+21.2% | $4,212+168.6% |
| Admin fee / account holder | $27,507 | $13,977+96.8% | $16,305+68.7% | $7,344+274.6% |