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 | $152,845 | $155,788-1.9% | $124,672+22.6% | $167,490-8.7% |
| Participation rate | 78.6% | 81.1%-2.5pp | 74.6%+4.0pp | 82.1%-3.5pp |
| Annual return | 14.39% | 17.97%-3.6pp | 5142.93%-5128.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,606 | $4,163-61.4% | $3,324-51.7% | $4,837-66.8% |
| Participant deferral / active EE | $2,870 | $5,673-49.4% | $4,614-37.8% | $6,341-54.7% |
| Admin fee / account holder | $36,968 | $9,531+287.9% | $7,493+393.4% | $12,309+200.3% |