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 8-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 | $118,311 | $90,503+30.7% | $78,689+50.4% | $273,961-56.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.72% | 75.60%-68.9pp | 62.18%-55.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $7,791 | $3,176+145.3% | $2,851+173.3% | $4,869+60.0% |
| Participant deferral / active EE | $7,665 | $3,901+96.5% | $3,517+117.9% | $5,287+45.0% |
| Admin fee / account holder | $2,039 | $5,263-61.3% | $4,510-54.8% | $10,132-79.9% |