Filed November 29, 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 | $203,192 | $69,518+192.3% | $59,878+239.3% | $135,375+50.1% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | -4.87% | 7.94%-12.8pp | 3.46%-8.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $9,753 | $3,235+201.5% | $2,722+258.4% | $4,779+104.1% |
| Participant deferral / active EE | $8,543 | $4,206+103.1% | $3,402+151.1% | $5,609+52.3% |
| Admin fee / account holder | $8,279 | $5,734+44.4% | $3,590+130.6% | $10,827-23.5% |