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 | $19,940 | $156,846-87.3% | $121,098-83.5% | $139,434-85.7% |
| Participation rate | 81.0% | 76.4%+4.5pp | 69.5%+11.5pp | 80.3%+0.6pp |
| Annual return | 12.63% | 1474.56%-1461.9pp | 985.75%-973.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,440 | $5,536-74.0% | $4,164-65.4% | $4,751-69.7% |
| Participant deferral / active EE | $665 | $4,844-86.3% | $4,080-83.7% | $6,710-90.1% |
| Admin fee / account holder | $1,514 | $6,946-78.2% | $5,644-73.2% | $11,403-86.7% |