Filed November 19, 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 | $102,340 | $87,841+16.5% | $133,980-23.6% | $62,891+62.7% |
| Participation rate | 98.8% | 83.4%+15.4pp | 87.1%+11.7pp | 69.3%+29.5pp |
| Annual return | 7.71% | 12.05%-4.3pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,303 | $3,483-5.2% | $5,211-36.6% | $2,281+44.8% |
| Participant deferral / active EE | $5,601 | $4,812+16.4% | $6,282-10.8% | $3,203+74.9% |
| Admin fee / account holder | $1,089 | $5,371-79.7% | $9,324-88.3% | $4,296-74.6% |