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 | $216,169 | $105,860+104.2% | $90,749+138.2% | $134,475+60.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.89% | -11.01%-5.9pp | -12.16%-4.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,809 | $3,462+10.0% | $2,921+30.4% | $4,740-19.6% |
| Participant deferral / active EE | $11,290 | $5,216+116.5% | $4,564+147.4% | $6,400+76.4% |
| Admin fee / account holder | $21,539 | $13,938+54.5% | $8,445+155.1% | $11,426+88.5% |