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 | $83,380 | $60,323+38.2% | $81,812+1.9% | $74,495+11.9% |
| Participation rate | 97.1% | 62.9%+34.2pp | 72.3%+24.7pp | 67.2%+29.9pp |
| Annual return | 12.71% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,506 | $2,620+33.8% | $2,912+20.4% | $2,623+33.6% |
| Participant deferral / active EE | $7,127 | $3,387+110.4% | $4,319+65.0% | $4,346+64.0% |
| Admin fee / account holder | $6,923 | $1,486+365.9% | $7,386-6.3% | $1,942+256.5% |