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 | $197,586 | $93,571+111.2% | $135,903+45.4% | $75,163+162.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 17.20% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $6,115 | $3,537+72.9% | $4,856+25.9% | $2,670+129.0% |
| Participant deferral / active EE | $11,421 | $6,404+78.3% | $7,758+47.2% | $4,125+176.9% |
| Admin fee / account holder | $24,941 | $6,975+257.6% | $10,762+131.7% | $5,651+341.4% |