Filed November 16, 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 | $53,517 | $87,540-38.9% | $75,781-29.4% | $125,391-57.3% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -0.83% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $650 | $3,930-83.5% | $3,323-80.4% | $4,866-86.6% |
| Participant deferral / active EE | $4,454 | $4,229+5.3% | $3,651+22.0% | $5,352-16.8% |
| Admin fee / account holder | $497 | $6,502-92.4% | $5,299-90.6% | $9,540-94.8% |