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 | $40,016 | $197,591-79.7% | $177,821-77.5% | $158,922-74.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.08% | 58.76%-44.7pp | 48.32%-34.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,223 | $6,697-51.9% | $5,918-45.5% | $4,761-32.3% |
| Participant deferral / active EE | $4,265 | $8,405-49.3% | $7,714-44.7% | $5,982-28.7% |
| Admin fee / account holder | $5,862 | $15,399-61.9% | $12,427-52.8% | $11,246-47.9% |