Filed October 31, 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 | $146,176 | $72,177+102.5% | $115,037+27.1% | $59,632+145.1% |
| Participation rate | 98.1% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | -0.12% | 12.02%-12.1pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $5,125 | $2,841+80.4% | $4,608+11.2% | $2,203+132.7% |
| Participant deferral / active EE | $11,364 | $4,783+137.6% | $6,026+88.6% | $3,192+256.1% |
| Admin fee / account holder | $12,353 | $4,927+150.7% | $8,175+51.1% | $4,297+187.5% |