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 | $102,062 | $211,958-51.8% | $169,463-39.8% | $135,375-24.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -6.79% | 3.26%-10.1pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,667 | $5,120-28.4% | $4,159-11.8% | $4,779-23.3% |
| Participant deferral / active EE | $10,139 | $6,075+66.9% | $5,277+92.1% | $5,609+80.8% |
| Admin fee / account holder | $3,855 | $11,471-66.4% | $9,109-57.7% | $10,827-64.4% |