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 9-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 | $165,812 | $90,600+83.0% | $79,464+108.7% | $135,375+22.5% |
| Participation rate | 70.8% | 76.0%-5.2pp | 73.3%-2.5pp | 82.6%-11.8pp |
| Annual return | 7.33% | 977.43%-970.1pp | 718.14%-710.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $2,187 | $3,068-28.7% | $2,800-21.9% | $4,779-54.2% |
| Participant deferral / active EE | $1,206 | $4,050-70.2% | $3,704-67.4% | $5,609-78.5% |
| Admin fee / account holder | $11,068 | $5,907+87.4% | $5,113+116.5% | $10,827+2.2% |