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 | $150,068 | $45,073+232.9% | $69,455+116.1% | $72,985+105.6% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 19.64% | 22.65%-3.0pp | 28.97%-9.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,199 | $2,054+104.4% | $2,779+51.1% | $2,440+72.1% |
| Participant deferral / active EE | $6,027 | $2,602+131.6% | $3,535+70.5% | $3,607+67.1% |
| Admin fee / account holder | $2,730 | $3,056-10.7% | $3,839-28.9% | $5,124-46.7% |