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 | $98,095 | $109,413-10.3% | $156,263-37.2% | $84,808+15.7% |
| Participation rate | 75.6% | 72.7%+2.9pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 15.22% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,552 | $2,907-46.6% | $4,333-64.2% | $2,631-41.0% |
| Participant deferral / active EE | $4,286 | $4,590-6.6% | $6,158-30.4% | $4,212+1.8% |
| Admin fee / account holder | $8,965 | $9,357-4.2% | $14,255-37.1% | $7,344+22.1% |