Filed November 19, 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 | $195,567 | $91,037+114.8% | $71,671+172.9% | $147,584+32.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.40% | 20.48%-2.1pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $23,059 | $3,327+593.0% | $2,460+837.4% | $4,876+372.9% |
| Participant deferral / active EE | $9,143 | $4,498+103.3% | $3,438+166.0% | $5,439+68.1% |
| Admin fee / account holder | $99,834 | $8,613+1059.2% | $5,558+1696.1% | $10,885+817.1% |