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 | $58,862 | $51,638+14.0% | $68,368-13.9% | $82,448-28.6% |
| Participation rate | 97.8% | 63.6%+34.2pp | 73.8%+24.0pp | 68.1%+29.7pp |
| Annual return | 14.95% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,507 | $2,047+22.5% | $2,649-5.4% | $2,551-1.7% |
| Participant deferral / active EE | $2,852 | $2,914-2.1% | $4,123-30.8% | $4,139-31.1% |
| Admin fee / account holder | $1,851 | $4,643-60.1% | $5,150-64.1% | $7,234-74.4% |