Filed November 29, 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 | $215,953 | $81,632+164.5% | $70,449+206.5% | $158,922+35.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.81% | 208.40%-195.6pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,889 | $3,217+207.4% | $2,737+261.4% | $4,761+107.7% |
| Participant deferral / active EE | $8,710 | $4,554+91.3% | $3,709+134.9% | $5,982+45.6% |
| Admin fee / account holder | $40,511 | $6,193+554.2% | $3,845+953.6% | $11,246+260.2% |