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 | $189,589 | $111,754+69.6% | $103,333+83.5% | $145,922+29.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $16,402 | $4,212+289.4% | $3,868+324.1% | $4,660+252.0% |
| Participant deferral / active EE | $5,420 | $5,619-3.5% | $5,057+7.2% | $6,688-18.9% |
| Admin fee / account holder | $33,217 | $9,750+240.7% | $8,355+297.6% | $13,397+147.9% |