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 | $97,092 | $48,076+102.0% | $78,689+23.4% | $62,891+54.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.91% | 31.35%-23.4pp | 62.18%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,068 | $2,015+201.2% | $2,851+112.9% | $2,281+166.0% |
| Participant deferral / active EE | $9,591 | $2,588+270.6% | $3,517+172.7% | $3,203+199.5% |
| Admin fee / account holder | $3,195 | $3,207-0.4% | $4,510-29.2% | $4,296-25.6% |