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 | $98,190 | $232,540-57.8% | $185,117-47.0% | $147,584-33.5% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.1pp | 82.8%+3.5pp |
| Annual return | 13.54% | 43.03%-29.5pp | 40.50%-27.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,721 | $5,195-28.4% | $4,182-11.0% | $4,876-23.7% |
| Participant deferral / active EE | $9,053 | $5,834+55.2% | $5,045+79.4% | $5,439+66.5% |
| Admin fee / account holder | $6,126 | $10,275-40.4% | $8,159-24.9% | $10,885-43.7% |