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 | $43,974 | $49,173-10.6% | $121,098-63.7% | $75,163-41.5% |
| Participation rate | 79.2% | 55.4%+23.9pp | 69.5%+9.8pp | 67.2%+12.1pp |
| Annual return | 24.32% | 55.99%-31.7pp | 985.75%-961.4pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,522 | $2,628-4.0% | $4,080-38.2% | $4,125-38.9% |
| Admin fee / account holder | $2,271 | $3,942-42.4% | $5,644-59.8% | $5,651-59.8% |