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 | $122,242 | $73,515+66.3% | $62,995+94.0% | $147,584-17.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.69% | 175.43%-159.7pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,695 | $3,320+131.8% | $2,759+178.9% | $4,876+57.8% |
| Participant deferral / active EE | $4,238 | $4,185+1.3% | $3,329+27.3% | $5,439-22.1% |
| Admin fee / account holder | $1,127 | $5,953-81.1% | $3,600-68.7% | $10,885-89.6% |