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 | $146,184 | $110,261+32.6% | $95,745+52.7% | $139,434+4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.26% | 27.11%-7.8pp | 28.35%-9.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $8,991 | $3,257+176.0% | $2,835+217.2% | $4,751+89.3% |
| Participant deferral / active EE | $12,516 | $4,676+167.7% | $4,245+194.9% | $6,710+86.5% |
| Admin fee / account holder | $15,729 | $6,613+137.8% | $5,678+177.0% | $11,403+37.9% |