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 | $165,721 | $100,754+64.5% | $86,677+91.2% | $134,475+23.2% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -17.95% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,388 | $3,489+25.8% | $2,836+54.7% | $4,740-7.4% |
| Participant deferral / active EE | $8,941 | $5,338+67.5% | $4,656+92.1% | $6,400+39.7% |
| Admin fee / account holder | $3,246 | $10,926-70.3% | $7,493-56.7% | $11,426-71.6% |