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 | $154,662 | $79,449+94.7% | $189,557-18.4% | $85,850+80.2% |
| Participation rate | 84.6% | 66.0%+18.6pp | 78.4%+6.2pp | 69.3%+15.3pp |
| Annual return | 18.02% | 18.45%-0.4pp | 64.17%-46.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,882 | $2,081+38.5% | $4,412-34.7% | $2,565+12.3% |
| Participant deferral / active EE | $6,384 | $4,051+57.6% | $6,174+3.4% | $3,952+61.6% |
| Admin fee / account holder | $1,636 | $5,377-69.6% | $9,807-83.3% | $6,260-73.9% |