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 | $169,794 | $99,032+71.5% | $80,019+112.2% | $135,375+25.4% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -5.86% | 15.39%-21.2pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,469 | $3,043+14.0% | $2,468+40.6% | $4,779-27.4% |
| Participant deferral / active EE | $9,770 | $4,282+128.2% | $3,686+165.1% | $5,609+74.2% |
| Admin fee / account holder | $12,340 | $10,436+18.2% | $6,521+89.2% | $10,827+14.0% |