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 | $64,664 | $150,187-56.9% | $120,354-46.3% | $145,922-55.7% |
| Participation rate | 72.7% | 78.8%-6.0pp | 71.9%+0.8pp | 80.3%-7.5pp |
| Annual return | 8.59% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,818 | $4,348-58.2% | $3,463-47.5% | $4,660-61.0% |
| Participant deferral / active EE | $3,101 | $6,173-49.8% | $4,991-37.9% | $6,688-53.6% |
| Admin fee / account holder | $1,874 | $12,207-84.6% | $9,423-80.1% | $13,397-86.0% |