Filed November 9, 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 7-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 | $100,490 | $111,754-10.1% | $103,333-2.8% | $145,922-31.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.58% | 24.77%+1.8pp | 24.88%+1.7pp | 561.29%-534.7pp |
| Employer contribution / active EE | $2,100 | $4,212-50.2% | $3,868-45.7% | $4,660-54.9% |
| Participant deferral / active EE | $4,672 | $5,619-16.9% | $5,057-7.6% | $6,688-30.1% |
| Admin fee / account holder | $1,472 | $9,750-84.9% | $8,355-82.4% | $13,397-89.0% |