Filed November 22, 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 | $29,767 | $39,122-23.9% | $57,179-47.9% | $62,891-52.7% |
| Participation rate | 90.3% | 70.5%+19.8pp | 75.3%+15.0pp | 69.3%+21.0pp |
| Annual return | 5.17% | 9.23%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,647 | $1,874-12.1% | $2,682-38.6% | $2,281-27.8% |
| Participant deferral / active EE | $2,446 | $2,374+3.1% | $3,096-21.0% | $3,203-23.6% |
| Admin fee / account holder | $1,269 | $2,592-51.1% | $3,139-59.6% | $4,296-70.5% |