Filed December 10, 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 | $156,063 | $82,664+88.8% | $125,339+24.5% | $68,494+127.8% |
| Participation rate | 94.4% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,290 | $3,381-32.3% | $4,814-52.4% | $2,596-11.8% |
| Participant deferral / active EE | $10,067 | $6,110+64.8% | $7,446+35.2% | $4,027+150.0% |
| Admin fee / account holder | $4,619 | $6,275-26.4% | $10,010-53.8% | $5,403-14.5% |