Filed November 29, 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 | $137,418 | $127,264+8.0% | $109,895+25.0% | $167,490-18.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.03% | 22.97%-3.9pp | 29.45%-10.4pp | 478.56%-459.5pp |
| Employer contribution / active EE | $6,877 | $3,322+107.0% | $2,842+141.9% | $4,837+42.2% |
| Participant deferral / active EE | $8,619 | $4,514+90.9% | $4,048+112.9% | $6,341+35.9% |
| Admin fee / account holder | $3,023 | $7,114-57.5% | $6,066-50.2% | $12,309-75.4% |