Filed November 9, 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 | $124,660 | $226,064-44.9% | $182,532-31.7% | $152,861-18.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 19.09% | 192.51%-173.4pp | 148.54%-129.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,748 | $4,978-24.7% | $4,076-8.0% | $4,762-21.3% |
| Participant deferral / active EE | $9,610 | $6,368+50.9% | $5,524+74.0% | $5,850+64.3% |
| Admin fee / account holder | $12,867 | $10,703+20.2% | $8,592+49.7% | $11,596+11.0% |