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 | $147,245 | $115,770+27.2% | $101,248+45.4% | $158,922-7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.99% | 56.14%-37.1pp | 46.47%-27.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,359 | $4,175-19.5% | $3,660-8.2% | $4,761-29.4% |
| Participant deferral / active EE | $11,409 | $4,957+130.1% | $4,370+161.1% | $5,982+90.7% |
| Admin fee / account holder | $4,129 | $7,245-43.0% | $5,945-30.6% | $11,246-63.3% |