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 | $119,575 | $69,010+73.3% | $159,960-25.2% | $68,494+74.6% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -11.36% | -9.65%-1.7pp | 408.60%-420.0pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,736 | $2,213+23.6% | $4,226-35.3% | $2,596+5.4% |
| Participant deferral / active EE | $5,545 | $4,212+31.7% | $6,182-10.3% | $4,027+37.7% |
| Admin fee / account holder | $16,696 | $4,798+248.0% | $8,698+92.0% | $5,403+209.0% |