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 | $202,278 | $58,927+243.3% | $76,817+163.3% | $72,985+177.2% |
| Participation rate | 93.9% | 67.3%+26.5pp | 72.1%+21.8pp | 69.5%+24.4pp |
| Annual return | 19.77% | 2305.64%-2285.9pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $4,055 | $1,787+127.0% | $2,302+76.2% | $2,440+66.2% |
| Participant deferral / active EE | $6,382 | $2,690+137.2% | $3,336+91.3% | $3,607+76.9% |
| Admin fee / account holder | $35,472 | $4,013+784.0% | $6,420+452.5% | $5,124+592.2% |