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 | $55,189 | $185,822-70.3% | $169,993-67.5% | $139,434-60.4% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 21.14% | 60.50%-39.4pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,605 | $7,590-65.7% | $6,785-61.6% | $4,751-45.2% |
| Participant deferral / active EE | $3,462 | $11,622-70.2% | $10,408-66.7% | $6,710-48.4% |
| Admin fee / account holder | $1,787 | $15,381-88.4% | $12,815-86.1% | $11,403-84.3% |