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 | $190,119 | $54,726+247.4% | $68,793+176.4% | $64,186+196.2% |
| Participation rate | 91.8% | 68.0%+23.8pp | 72.2%+19.6pp | 69.6%+22.3pp |
| Annual return | -5.93% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,926 | $1,846+112.7% | $2,625+49.6% | $2,381+64.9% |
| Participant deferral / active EE | $6,087 | $2,626+131.8% | $3,311+83.8% | $3,470+75.4% |
| Admin fee / account holder | $14,558 | $4,027+261.5% | $5,131+183.8% | $4,888+197.8% |