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 | $84,178 | $57,281+47.0% | $86,612-2.8% | $75,163+12.0% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 16.23% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,585 | $2,314+98.1% | $3,022+51.7% | $2,670+71.7% |
| Participant deferral / active EE | $8,935 | $3,318+169.3% | $4,438+101.3% | $4,125+116.6% |
| Admin fee / account holder | $18,252 | $4,112+343.9% | $5,614+225.1% | $5,651+223.0% |