Filed October 31, 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 | $239,525 | $93,071+157.4% | $74,583+221.2% | $273,961-12.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.09% | 26.18%-21.1pp | 20.47%-15.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $14,893 | $3,160+371.4% | $2,525+489.8% | $4,869+205.9% |
| Participant deferral / active EE | $7,123 | $4,160+71.2% | $3,458+106.0% | $5,287+34.7% |
| Admin fee / account holder | $19,824 | $5,272+276.0% | $4,138+379.1% | $10,132+95.7% |