Filed November 19, 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 | $241,559 | $58,208+315.0% | $81,812+195.3% | $80,856+198.8% |
| Participation rate | 88.6% | 63.4%+25.2pp | 72.3%+16.3pp | 67.6%+21.0pp |
| Annual return | 13.71% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,663 | $2,340+184.7% | $2,912+128.8% | $2,755+141.9% |
| Participant deferral / active EE | $7,320 | $3,281+123.1% | $4,319+69.5% | $4,296+70.4% |
| Admin fee / account holder | $9,513 | $4,981+91.0% | $7,386+28.8% | $6,918+37.5% |