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 | $23,253 | $158,817-85.4% | $121,196-80.8% | $135,375-82.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.32% | -0.64%-3.7pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,070 | $5,665-81.1% | $4,022-73.4% | $4,779-77.6% |
| Participant deferral / active EE | $745 | $4,005-81.4% | $3,344-77.7% | $5,609-86.7% |
| Admin fee / account holder | $2,926 | $6,512-55.1% | $5,019-41.7% | $10,827-73.0% |