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 | $199,510 | $57,065+249.6% | $75,670+163.7% | $70,131+184.5% |
| Participation rate | 94.0% | 68.1%+25.9pp | 72.3%+21.7pp | 69.5%+24.5pp |
| Annual return | 15.11% | 23.57%-8.5pp | 27.34%-12.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,756 | $1,817+106.8% | $2,352+59.7% | $2,342+60.3% |
| Participant deferral / active EE | $5,927 | $2,580+129.7% | $3,142+88.6% | $3,332+77.9% |
| Admin fee / account holder | $5,658 | $3,825+47.9% | $5,800-2.4% | $4,645+21.8% |