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 | $121,044 | $87,540+38.3% | $75,781+59.7% | $125,391-3.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 0.21% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,919 | $3,930-51.2% | $3,323-42.3% | $4,866-60.6% |
| Participant deferral / active EE | $7,628 | $4,229+80.4% | $3,651+108.9% | $5,352+42.5% |
| Admin fee / account holder | $7,264 | $6,502+11.7% | $5,299+37.1% | $9,540-23.9% |