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 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 | $71,522 | $155,788-54.1% | $124,672-42.6% | $167,490-57.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.97% | 17.97%+10.0pp | 5142.93%-5115.0pp | 478.56%-450.6pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,893 | $5,673-66.6% | $4,614-59.0% | $6,341-70.1% |
| Admin fee / account holder | $563 | $9,531-94.1% | $7,493-92.5% | $12,309-95.4% |