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 | $149,846 | $70,669+112.0% | $169,368-11.5% | $75,163+99.4% |
| Participation rate | 82.1% | 64.8%+17.4pp | 77.1%+5.0pp | 67.2%+15.0pp |
| Annual return | 16.54% | 36.36%-19.8pp | 405.60%-389.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,997 | $2,211+35.6% | $4,013-25.3% | $2,670+12.3% |
| Participant deferral / active EE | $5,504 | $4,311+27.7% | $6,221-11.5% | $4,125+33.4% |
| Admin fee / account holder | $3,503 | $5,402-35.2% | $9,003-61.1% | $5,651-38.0% |