Filed November 17, 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 | $60,386 | $46,722+29.2% | $130,648-53.8% | $65,185-7.4% |
| Participation rate | 98.0% | 60.9%+37.1pp | 71.7%+26.3pp | 70.2%+27.8pp |
| Annual return | 23.83% | 24.17%-0.3pp | 1708.96%-1685.1pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,376 | $1,488+59.7% | $4,092-41.9% | $2,177+9.1% |
| Participant deferral / active EE | $3,731 | $2,545+46.6% | $3,603+3.6% | $3,514+6.2% |
| Admin fee / account holder | $2,926 | $453+546.1% | $5,464-46.5% | $847+245.4% |