Filed November 22, 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 | $136,665 | $171,865-20.5% | $149,718-8.7% | $147,584-7.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.87% | 2113.22%-2100.3pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $4,683 | $6,275-25.4% | $5,445-14.0% | $4,876-4.0% |
| Participant deferral / active EE | $2,660 | $7,271-63.4% | $6,569-59.5% | $5,439-51.1% |
| Admin fee / account holder | $39,512 | $13,799+186.3% | $11,283+250.2% | $10,885+263.0% |