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 | $69,495 | $108,919-36.2% | $100,391-30.8% | $145,922-52.4% |
| Participation rate | 78.3% | 82.9%-4.7pp | 81.5%-3.2pp | 80.3%-2.0pp |
| Annual return | 10.61% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,337 | $8,445-36.8% | $8,082-34.0% | $6,688-20.2% |
| Admin fee / account holder | $1,479 | $9,689-84.7% | $7,899-81.3% | $13,397-89.0% |