Filed November 13, 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 | $85,674 | $46,553+84.0% | $64,056+33.7% | $75,163+14.0% |
| Participation rate | 96.6% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.4pp |
| Annual return | 12.28% | 26.03%-13.8pp | 33.69%-21.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,580 | $2,837+167.2% | $3,880+95.4% | $4,125+83.8% |
| Admin fee / account holder | $63,809 | $2,952+2061.5% | $3,068+1979.7% | $5,651+1029.2% |