Filed November 9, 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 7-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 | $109,404 | $97,757+11.9% | $83,848+30.5% | $135,375-19.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | 5.29% | 1287.37%-1282.1pp | 850.88%-845.6pp | 519.73%-514.4pp |
| Employer contribution / active EE | $1,749 | $4,222-58.6% | $3,631-51.8% | $4,779-63.4% |
| Participant deferral / active EE | $4,354 | $4,682-7.0% | $4,082+6.7% | $5,609-22.4% |
| Admin fee / account holder | $16,567 | $6,674+148.2% | $5,478+202.4% | $10,827+53.0% |