Filed November 16, 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 | $39,202 | $58,208-32.7% | $81,812-52.1% | $80,856-51.5% |
| Participation rate | 72.1% | 63.4%+8.7pp | 72.3%-0.3pp | 67.6%+4.5pp |
| Annual return | 11.22% | 41.66%-30.4pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,459 | $2,340+90.5% | $2,912+53.1% | $2,755+61.8% |
| Participant deferral / active EE | $3,908 | $3,281+19.1% | $4,319-9.5% | $4,296-9.0% |
| Admin fee / account holder | $33,950 | $4,981+581.5% | $7,386+359.6% | $6,918+390.7% |