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 | $71,613 | $180,449-60.3% | $154,107-53.5% | $135,375-47.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.80% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,219 | $6,035-13.5% | $5,298-1.5% | $4,779+9.2% |
| Participant deferral / active EE | $17,998 | $5,806+210.0% | $5,081+254.2% | $5,609+220.9% |
| Admin fee / account holder | $319 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |