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 | $153,622 | $96,305+59.5% | $80,569+90.7% | $139,434+10.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 16.53% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $6,111 | $3,262+87.3% | $2,723+124.4% | $4,751+28.6% |
| Participant deferral / active EE | $2,066 | $5,232-60.5% | $4,447-53.6% | $6,710-69.2% |
| Admin fee / account holder | $8,872 | $6,599+34.4% | $5,377+65.0% | $11,403-22.2% |