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 | $156,358 | $109,982+42.2% | $97,226+60.8% | $145,922+7.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.81% | 242.90%-229.1pp | 75.13%-61.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,702 | $3,084+182.2% | $2,729+218.9% | $4,660+86.8% |
| Participant deferral / active EE | $16,443 | $4,676+251.7% | $4,264+285.6% | $6,688+145.9% |
| Admin fee / account holder | $43,039 | $6,221+591.9% | $5,654+661.3% | $13,397+221.3% |