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 | $148,351 | $53,822+175.6% | $75,696+96.0% | $85,850+72.8% |
| Participation rate | 97.8% | 69.1%+28.8pp | 74.8%+23.0pp | 69.3%+28.5pp |
| Annual return | 13.19% | 24.54%-11.4pp | 104.53%-91.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,420 | $2,017+168.8% | $2,743+97.6% | $2,565+111.3% |
| Participant deferral / active EE | $6,599 | $2,895+127.9% | $3,821+72.7% | $3,952+67.0% |
| Admin fee / account holder | $6,851 | $3,343+105.0% | $3,619+89.3% | $6,260+9.4% |