Filed September 23, 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 | $248,167 | $98,240+152.6% | $82,313+201.5% | $147,584+68.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.06% | 30.85%-11.8pp | 25.88%-6.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,670 | $3,192-16.4% | $2,428+9.9% | $4,876-45.3% |
| Participant deferral / active EE | $16,729 | $4,383+281.7% | $3,706+351.4% | $5,439+207.6% |
| Admin fee / account holder | $52,031 | $8,563+507.6% | $5,608+827.8% | $10,885+378.0% |