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 | $18,986 | $152,509-87.6% | $117,472-83.8% | $134,475-85.9% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -14.20% | 52.99%-67.2pp | 29.74%-43.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,119 | $5,571-79.9% | $4,176-73.2% | $4,740-76.4% |
| Participant deferral / active EE | $603 | $4,818-87.5% | $4,070-85.2% | $6,400-90.6% |
| Admin fee / account holder | $429 | $7,004-93.9% | $5,645-92.4% | $11,426-96.2% |