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 | $141,056 | $142,344-0.9% | $119,609+17.9% | $134,475+4.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.12% | -12.44%+5.3pp | -14.97%+7.8pp | 417.96%-425.1pp |
| Employer contribution / active EE | $5,000 | $5,222-4.3% | $4,232+18.1% | $4,740+5.5% |
| Participant deferral / active EE | $2,986 | $6,469-53.8% | $5,602-46.7% | $6,400-53.3% |
| Admin fee / account holder | $4,970 | $13,584-63.4% | $10,323-51.9% | $11,426-56.5% |