Filed November 19, 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 | $109,466 | $107,334+2.0% | $92,893+17.8% | $152,861-28.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.24% | 145.58%-118.3pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $3,910 | $4,221-7.4% | $3,653+7.0% | $4,762-17.9% |
| Participant deferral / active EE | $9,228 | $4,845+90.5% | $4,236+117.8% | $5,850+57.7% |
| Admin fee / account holder | $15,167 | $7,079+114.2% | $5,794+161.8% | $11,596+30.8% |