Filed November 17, 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 | $65,572 | $53,777+21.9% | $134,143-51.1% | $79,858-17.9% |
| Participation rate | 98.8% | 58.8%+40.0pp | 72.2%+26.6pp | 69.6%+29.1pp |
| Annual return | 13.56% | 19.01%-5.4pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,011 | $1,321+127.9% | $3,704-18.7% | $2,471+21.9% |
| Participant deferral / active EE | $4,643 | $2,420+91.8% | $3,499+32.7% | $3,740+24.1% |
| Admin fee / account holder | $7,683 | $3,984+92.9% | $6,684+14.9% | $5,306+44.8% |