Filed December 10, 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 | $91,151 | $60,124+51.6% | $90,404+0.8% | $79,858+14.1% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 18.19% | 71.94%-53.8pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $985 | $2,068-52.4% | $3,262-69.8% | $2,471-60.1% |
| Participant deferral / active EE | $4,788 | $2,938+63.0% | $3,963+20.8% | $3,740+28.0% |
| Admin fee / account holder | $14,302 | $3,976+259.7% | $5,611+154.9% | $5,306+169.5% |