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 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 | $153,345 | $91,190+68.2% | $178,490-14.1% | $79,858+92.0% |
| Participation rate | 82.9% | 69.2%+13.7pp | 81.9%+1.0pp | 69.6%+13.3pp |
| Annual return | 12.66% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,244 | $3,256-31.1% | $5,011-55.2% | $2,471-9.2% |
| Participant deferral / active EE | $5,388 | $3,236+66.5% | $5,202+3.6% | $3,740+44.1% |
| Admin fee / account holder | $20,501 | $6,751+203.7% | $13,984+46.6% | $5,306+286.3% |