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 | $204,664 | $98,750+107.3% | $149,696+36.7% | $79,858+156.3% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 25.42% | 27.43%-2.0pp | 276.60%-251.2pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,542 | $3,216-52.1% | $4,644-66.8% | $2,471-37.6% |
| Participant deferral / active EE | $7,224 | $5,680+27.2% | $6,842+5.6% | $3,740+93.2% |
| Admin fee / account holder | $8,102 | $6,053+33.9% | $9,309-13.0% | $5,306+52.7% |