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 | $144,559 | $109,817+31.6% | $98,442+46.8% | $167,490-13.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.03% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,578 | $3,224-20.0% | $2,960-12.9% | $4,837-46.7% |
| Participant deferral / active EE | $5,310 | $4,673+13.6% | $4,276+24.2% | $6,341-16.3% |
| Admin fee / account holder | $41,429 | $6,753+513.5% | $5,949+596.4% | $12,309+236.6% |