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 | $221,012 | $63,764+246.6% | $81,930+169.8% | $79,858+176.8% |
| Participation rate | 89.6% | 67.5%+22.1pp | 72.0%+17.6pp | 69.6%+20.0pp |
| Annual return | 26.99% | 22.66%+4.3pp | 29.49%-2.5pp | 31.71%-4.7pp |
| Employer contribution / active EE | $4,307 | $1,795+139.9% | $4,310-0.1% | $2,471+74.3% |
| Participant deferral / active EE | $6,999 | $2,780+151.7% | $7,107-1.5% | $3,740+87.1% |
| Admin fee / account holder | $51,854 | $4,426+1071.5% | $5,158+905.3% | $5,306+877.2% |