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 | $125,862 | $43,327+190.5% | $59,878+110.2% | $64,186+96.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.30% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,469 | $2,028+120.3% | $2,722+64.2% | $2,381+87.7% |
| Participant deferral / active EE | $6,277 | $2,546+146.6% | $3,402+84.5% | $3,470+80.9% |
| Admin fee / account holder | $3,113 | $3,005+3.6% | $3,590-13.3% | $4,888-36.3% |