Filed December 10, 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 | $53,942 | $88,751-39.2% | $81,812-34.1% | $145,922-63.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.83% | 1025.40%-992.6pp | 773.79%-741.0pp | 561.29%-528.5pp |
| Employer contribution / active EE | $4,195 | $3,083+36.1% | $2,912+44.0% | $4,660-10.0% |
| Participant deferral / active EE | $8,151 | $4,643+75.6% | $4,319+88.8% | $6,688+21.9% |
| Admin fee / account holder | $318 | $8,415-96.2% | $7,386-95.7% | $13,397-97.6% |