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 | $125,274 | $140,588-10.9% | $123,104+1.8% | $125,391-0.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.21% | 16.80%-17.0pp | 13.22%-13.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,815 | $6,041-36.8% | $5,151-25.9% | $4,866-21.6% |
| Participant deferral / active EE | $4,332 | $6,980-37.9% | $6,230-30.5% | $5,352-19.1% |
| Admin fee / account holder | $1,791 | $11,198-84.0% | $9,015-80.1% | $9,540-81.2% |