Filed August 1, 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 | $47,317 | $68,097-30.5% | $62,929-24.8% | $137,256-65.5% |
| Participation rate | 95.8% | 77.4%+18.4pp | 73.1%+22.7pp | 80.0%+15.9pp |
| Annual return | 29.95% | 1859.11%-1829.2pp | 1063.93%-1034.0pp | 220.34%-190.4pp |
| Employer contribution / active EE | $6,664 | $2,811+137.0% | $2,505+166.1% | $4,156+60.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,874 | $6,521-40.6% | $5,065-23.5% | $12,270-68.4% |