Filed November 16, 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 | $80,218 | $99,020-19.0% | $86,590-7.4% | $147,584-45.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.39% | 1312.34%-1299.9pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $9,344 | $3,132+198.3% | $2,839+229.1% | $4,876+91.6% |
| Participant deferral / active EE | $8,956 | $3,972+125.5% | $3,609+148.2% | $5,439+64.7% |
| Admin fee / account holder | $22,475 | $5,710+293.6% | $4,906+358.2% | $10,885+106.5% |