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 | $56,745 | $45,152+25.7% | $73,843-23.2% | $59,632-4.8% |
| Participation rate | 96.7% | 64.0%+32.6pp | 73.4%+23.2pp | 68.7%+28.0pp |
| Annual return | 1.96% | 27.40%-25.4pp | 2267.84%-2265.9pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $3,728 | $1,902+96.0% | $2,787+33.7% | $2,203+69.2% |
| Participant deferral / active EE | $5,880 | $2,574+128.4% | $3,583+64.1% | $3,192+84.2% |
| Admin fee / account holder | $765 | $3,516-78.2% | $4,880-84.3% | $4,297-82.2% |