Filed November 29, 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 | $138,651 | $56,054+147.4% | $171,082-19.0% | $62,891+120.5% |
| Participation rate | 91.7% | 62.9%+28.8pp | 76.7%+15.0pp | 69.3%+22.4pp |
| Annual return | 6.48% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $354 | $1,731-79.5% | $4,002-91.1% | $2,281-84.5% |
| Participant deferral / active EE | $5,272 | $3,158+66.9% | $4,797+9.9% | $3,203+64.6% |
| Admin fee / account holder | $11,220 | $3,647+207.7% | $8,520+31.7% | $4,296+161.2% |