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 | $41,067 | $183,963-77.7% | $162,163-74.7% | $152,861-73.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 20.66% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,787 | $6,371-56.3% | $5,614-50.4% | $4,762-41.5% |
| Participant deferral / active EE | $4,284 | $8,034-46.7% | $7,298-41.3% | $5,850-26.8% |
| Admin fee / account holder | $7,089 | $13,121-46.0% | $10,843-34.6% | $11,596-38.9% |