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 | $64,679 | $49,177+31.5% | $79,464-18.6% | $64,186+0.8% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -5.37% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,147 | $2,076+51.6% | $2,800+12.4% | $2,381+32.2% |
| Participant deferral / active EE | $6,053 | $2,821+114.5% | $3,704+63.4% | $3,470+74.5% |
| Admin fee / account holder | $7,297 | $3,839+90.1% | $5,113+42.7% | $4,888+49.3% |