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 | $92,622 | $101,724-8.9% | $164,813-43.8% | $80,856+14.6% |
| Participation rate | 76.1% | 71.8%+4.3pp | 78.6%-2.5pp | 67.6%+8.5pp |
| Annual return | 13.43% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,485 | $2,953-49.7% | $4,341-65.8% | $2,755-46.1% |
| Participant deferral / active EE | $4,329 | $4,477-3.3% | $6,031-28.2% | $4,296+0.8% |
| Admin fee / account holder | $4,037 | $8,227-50.9% | $12,690-68.2% | $6,918-41.6% |