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 | $188,030 | $53,018+254.7% | $70,014+168.6% | $62,891+199.0% |
| Participation rate | 90.0% | 67.2%+22.8pp | 71.8%+18.2pp | 69.3%+20.7pp |
| Annual return | 7.92% | 13.35%-5.4pp | 12.99%-5.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,462 | $1,799+92.4% | $2,338+48.1% | $2,281+51.8% |
| Participant deferral / active EE | $5,507 | $2,395+129.9% | $2,931+87.9% | $3,203+71.9% |
| Admin fee / account holder | $6,956 | $3,690+88.5% | $4,380+58.8% | $4,296+61.9% |