Filed October 7, 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 | $90,072 | $185,822-51.5% | $169,993-47.0% | $139,434-35.4% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.7pp | 80.3%+0.9pp |
| Annual return | 22.28% | 60.50%-38.2pp | 53.37%-31.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,502 | $7,590-67.0% | $6,785-63.1% | $4,751-47.3% |
| Participant deferral / active EE | $9,376 | $11,622-19.3% | $10,408-9.9% | $6,710+39.7% |
| Admin fee / account holder | $33,739 | $15,381+119.4% | $12,815+163.3% | $11,403+195.9% |