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 | $60,106 | $138,347-56.6% | $184,203-67.4% | $80,856-25.7% |
| Participation rate | 77.5% | 83.9%-6.4pp | 86.8%-9.3pp | 67.6%+9.9pp |
| Annual return | 12.51% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,837 | $4,850-20.9% | $6,427-40.3% | $2,755+39.3% |
| Participant deferral / active EE | $4,272 | $7,071-39.6% | $9,131-53.2% | $4,296-0.6% |
| Admin fee / account holder | $10,172 | $10,483-3.0% | $13,901-26.8% | $6,918+47.0% |