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 | $206,093 | $82,664+149.3% | $125,339+64.4% | $68,494+200.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,880 | $3,381+14.8% | $4,814-19.4% | $2,596+49.5% |
| Participant deferral / active EE | $8,565 | $6,110+40.2% | $7,446+15.0% | $4,027+112.7% |
| Admin fee / account holder | $37,268 | $6,275+493.9% | $10,010+272.3% | $5,403+589.8% |