Filed November 22, 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 | $198,642 | $109,817+80.9% | $98,442+101.8% | $167,490+18.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.10% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $16,924 | $3,224+424.9% | $2,960+471.8% | $4,837+249.8% |
| Participant deferral / active EE | $10,416 | $4,673+122.9% | $4,276+143.6% | $6,341+64.3% |
| Admin fee / account holder | $2,140 | $6,753-68.3% | $5,949-64.0% | $12,309-82.6% |