Filed November 29, 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 | $114,417 | $121,625-5.9% | $104,607+9.4% | $158,922-28.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.37% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,504 | $3,163+105.6% | $2,681+142.6% | $4,761+36.6% |
| Participant deferral / active EE | $8,864 | $4,177+112.2% | $3,740+137.0% | $5,982+48.2% |
| Admin fee / account holder | $13,087 | $7,787+68.1% | $6,473+102.2% | $11,246+16.4% |