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 9-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 | $58,905 | $92,703-36.5% | $82,719-28.8% | $134,475-56.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.12% | 944.92%-957.0pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,455 | $3,274-25.0% | $3,009-18.4% | $4,740-48.2% |
| Participant deferral / active EE | $5,193 | $4,802+8.1% | $4,395+18.2% | $6,400-18.9% |
| Admin fee / account holder | $75,178 | $5,983+1156.6% | $5,329+1310.8% | $11,426+558.0% |