Filed December 10, 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 | $190,182 | $105,181+80.8% | $159,436+19.3% | $85,850+121.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 13.89% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,056 | $3,318-38.1% | $4,829-57.4% | $2,565-19.9% |
| Participant deferral / active EE | $9,711 | $5,945+63.4% | $7,352+32.1% | $3,952+145.7% |
| Admin fee / account holder | $3,435 | $6,933-50.5% | $10,799-68.2% | $6,260-45.1% |