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 | $58,724 | $65,685-10.6% | $57,179+2.7% | $273,961-78.6% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 6.04% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,981 | $3,279-39.6% | $2,682-26.2% | $4,869-59.3% |
| Participant deferral / active EE | $5,436 | $3,782+43.7% | $3,096+75.6% | $5,287+2.8% |
| Admin fee / account holder | $2,078 | $4,835-57.0% | $3,139-33.8% | $10,132-79.5% |