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 | $154,479 | $77,419+99.5% | $69,455+122.4% | $152,861+1.1% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.4%+11.3pp |
| Annual return | 18.67% | 39.06%-20.4pp | 28.97%-10.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,895 | $3,315+168.3% | $2,779+220.1% | $4,762+86.8% |
| Participant deferral / active EE | $4,848 | $4,414+9.9% | $3,535+37.1% | $5,850-17.1% |
| Admin fee / account holder | $3,278 | $6,207-47.2% | $3,839-14.6% | $11,596-71.7% |