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 | $32,911 | $46,674-29.5% | $117,472-72.0% | $68,494-52.0% |
| Participation rate | 84.7% | 56.8%+28.0pp | 70.6%+14.2pp | 67.9%+16.9pp |
| Annual return | -6.99% | -14.52%+7.5pp | 29.74%-36.7pp | -7.84%+0.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,264 | $2,636-14.1% | $4,070-44.4% | $4,027-43.8% |
| Admin fee / account holder | $2,253 | $4,020-44.0% | $5,645-60.1% | $5,403-58.3% |