Filed November 15, 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 | $60,175 | $43,327+38.9% | $59,878+0.5% | $64,186-6.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.55%-3.0pp | 3.46%-8.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $494 | $2,028-75.7% | $2,722-81.9% | $2,381-79.3% |
| Participant deferral / active EE | $2,228 | $2,546-12.5% | $3,402-34.5% | $3,470-35.8% |
| Admin fee / account holder | $1,811 | $3,005-39.7% | $3,590-49.6% | $4,888-62.9% |