Filed December 10, 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 | $81,797 | $54,350+50.5% | $82,719-1.1% | $68,494+19.4% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -14.93% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $862 | $2,218-61.1% | $3,009-71.4% | $2,596-66.8% |
| Participant deferral / active EE | $3,753 | $3,246+15.6% | $4,395-14.6% | $4,027-6.8% |
| Admin fee / account holder | $6,377 | $4,395+45.1% | $5,329+19.7% | $5,403+18.0% |