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 | $41,130 | $149,734-72.5% | $118,925-65.4% | $158,922-74.1% |
| Participation rate | 78.6% | 82.1%-3.5pp | 75.4%+3.2pp | 82.0%-3.4pp |
| Annual return | 13.93% | 19.95%-6.0pp | 35.88%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,511 | $4,115-63.3% | $3,263-53.7% | $4,761-68.3% |
| Participant deferral / active EE | $1,860 | $5,223-64.4% | $4,265-56.4% | $5,982-68.9% |
| Admin fee / account holder | $394 | $8,603-95.4% | $6,581-94.0% | $11,246-96.5% |