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 | $41,105 | $167,484-75.5% | $151,611-72.9% | $134,475-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.38% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,328 | $6,829-51.3% | $6,166-46.0% | $4,740-29.8% |
| Participant deferral / active EE | $4,422 | $8,986-50.8% | $8,363-47.1% | $6,400-30.9% |
| Admin fee / account holder | $3,466 | $13,783-74.9% | $11,616-70.2% | $11,426-69.7% |