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 | $143,264 | $49,177+191.3% | $79,464+80.3% | $64,186+123.2% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | 10.02% | -1.16%+11.2pp | 718.14%-708.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $6,759 | $2,076+225.5% | $2,800+141.4% | $2,381+183.9% |
| Participant deferral / active EE | $6,234 | $2,821+121.0% | $3,704+68.3% | $3,470+79.7% |
| Admin fee / account holder | $7,441 | $3,839+93.8% | $5,113+45.5% | $4,888+52.2% |