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 | $170,474 | $100,852+69.0% | $90,404+88.6% | $158,922+7.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 13.86% | 1724.20%-1710.3pp | 1293.02%-1279.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,432 | $3,689-34.1% | $3,262-25.4% | $4,761-48.9% |
| Participant deferral / active EE | $5,923 | $4,348+36.2% | $3,963+49.4% | $5,982-1.0% |
| Admin fee / account holder | $8,165 | $6,501+25.6% | $5,611+45.5% | $11,246-27.4% |