Filed November 29, 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 | $140,146 | $39,122+258.2% | $57,179+145.1% | $62,891+122.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.17% | 9.23%-1.1pp | 14.59%-6.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $12,849 | $1,874+585.6% | $2,682+379.0% | $2,281+463.3% |
| Participant deferral / active EE | $10,016 | $2,374+322.0% | $3,096+223.5% | $3,203+212.7% |
| Admin fee / account holder | $2,867 | $2,592+10.6% | $3,139-8.7% | $4,296-33.3% |