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 | $181,283 | $183,963-1.5% | $162,163+11.8% | $152,861+18.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.04% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,395 | $6,371-15.3% | $5,614-3.9% | $4,762+13.3% |
| Participant deferral / active EE | $5,318 | $8,034-33.8% | $7,298-27.1% | $5,850-9.1% |
| Admin fee / account holder | $577 | $13,121-95.6% | $10,843-94.7% | $11,596-95.0% |