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 | $144,476 | $49,227+193.5% | $70,449+105.1% | $79,858+80.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.83% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,862 | $2,099+36.4% | $2,737+4.6% | $2,471+15.8% |
| Participant deferral / active EE | $6,218 | $2,768+124.7% | $3,709+67.7% | $3,740+66.3% |
| Admin fee / account holder | $13,757 | $2,878+378.0% | $3,845+257.8% | $5,306+159.3% |