Filed November 22, 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 | $75,599 | $73,933+2.3% | $96,683-21.8% | $75,163+0.6% |
| Participation rate | 81.0% | 66.4%+14.5pp | 74.3%+6.6pp | 67.2%+13.8pp |
| Annual return | 17.92% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,476 | $2,928-49.6% | $3,737-60.5% | $2,670-44.7% |
| Participant deferral / active EE | $5,145 | $3,659+40.6% | $4,878+5.5% | $4,125+24.7% |
| Admin fee / account holder | $8,341 | $5,216+59.9% | $6,730+24.0% | $5,651+47.6% |