Filed December 21, 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 | $27,371 | $99,020-72.4% | $86,590-68.4% | $147,584-81.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.21% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,916 | $3,132+57.0% | $2,839+73.1% | $4,876+0.8% |
| Participant deferral / active EE | $4,441 | $3,972+11.8% | $3,609+23.1% | $5,439-18.3% |
| Admin fee / account holder | $2,123 | $5,710-62.8% | $4,906-56.7% | $10,885-80.5% |