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 | $61,435 | $67,606-9.1% | $82,313-25.4% | $70,131-12.4% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 21.97% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,698 | $2,987+23.8% | $3,706-0.2% | $3,332+11.0% |
| Admin fee / account holder | $13,708 | $4,512+203.8% | $5,608+144.4% | $4,645+195.1% |