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 | $248,998 | $72,177+245.0% | $115,037+116.5% | $59,632+317.6% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -0.31% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $767 | $2,841-73.0% | $4,608-83.4% | $2,203-65.2% |
| Participant deferral / active EE | $11,770 | $4,783+146.1% | $6,026+95.3% | $3,192+268.8% |
| Admin fee / account holder | $36,818 | $4,927+647.3% | $8,175+350.4% | $4,297+756.8% |