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 | $176,786 | $106,515+66.0% | $96,683+82.9% | $139,434+26.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.58% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $14,535 | $4,103+254.3% | $3,737+289.0% | $4,751+206.0% |
| Participant deferral / active EE | $4,876 | $5,454-10.6% | $4,878-0.1% | $6,710-27.3% |
| Admin fee / account holder | $160,019 | $7,877+1931.5% | $6,730+2277.9% | $11,403+1303.4% |