Filed November 19, 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 | $53,097 | $125,758-57.8% | $169,993-68.8% | $75,163-29.4% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 17.95% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,810 | $4,615-17.4% | $6,785-43.9% | $2,670+42.7% |
| Participant deferral / active EE | $4,220 | $6,837-38.3% | $10,408-59.4% | $4,125+2.3% |
| Admin fee / account holder | $1,963 | $8,173-76.0% | $12,815-84.7% | $5,651-65.3% |