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 | $212,072 | $84,696+150.4% | $75,696+180.2% | $167,490+26.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.50% | 199.36%-183.9pp | 104.53%-89.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $9,767 | $3,230+202.4% | $2,743+256.1% | $4,837+101.9% |
| Participant deferral / active EE | $5,003 | $4,580+9.2% | $3,821+30.9% | $6,341-21.1% |
| Admin fee / account holder | $792 | $5,355-85.2% | $3,619-78.1% | $12,309-93.6% |