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 | $145,545 | $77,314+88.3% | $177,989-18.2% | $80,856+80.0% |
| Participation rate | 75.0% | 65.7%+9.3pp | 77.1%-2.1pp | 67.6%+7.4pp |
| Annual return | 12.05% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,880 | $2,292+25.7% | $3,949-27.1% | $2,755+4.6% |
| Participant deferral / active EE | $5,813 | $4,411+31.8% | $6,276-7.4% | $4,296+35.3% |
| Admin fee / account holder | $48,248 | $7,191+571.0% | $10,363+365.6% | $6,918+597.4% |