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 | $109,940 | $88,594+24.1% | $70,092+56.9% | $134,475-18.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.85% | 442.67%-462.5pp | 190.73%-210.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,706 | $3,233-16.3% | $2,559+5.8% | $4,740-42.9% |
| Participant deferral / active EE | $4,593 | $4,772-3.7% | $3,849+19.3% | $6,400-28.2% |
| Admin fee / account holder | $991 | $10,441-90.5% | $6,267-84.2% | $11,426-91.3% |