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 | $137,206 | $46,553+194.7% | $64,056+114.2% | $75,163+82.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.21% | 26.03%-8.8pp | 33.69%-16.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,377 | $1,974+71.1% | $2,747+23.0% | $2,670+26.5% |
| Participant deferral / active EE | $4,773 | $2,837+68.3% | $3,880+23.0% | $4,125+15.7% |
| Admin fee / account holder | $6,653 | $2,952+125.4% | $3,068+116.8% | $5,651+17.7% |