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 | $171,515 | $54,229+216.3% | $70,092+144.7% | $68,494+150.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.22% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,694 | $2,018+132.6% | $2,559+83.4% | $2,596+80.8% |
| Participant deferral / active EE | $7,663 | $2,956+159.3% | $3,849+99.1% | $4,027+90.3% |
| Admin fee / account holder | $9,003 | $4,694+91.8% | $6,267+43.7% | $5,403+66.6% |