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 4-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 | $24,773 | $84,695-70.8% | $73,843-66.5% | $125,391-80.2% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 2.31% | 3123.53%-3121.2pp | 2267.84%-2265.5pp | 282.22%-279.9pp |
| Employer contribution / active EE | $5,567 | $3,123+78.2% | $2,787+99.7% | $4,866+14.4% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $92,672 | $5,691+1528.3% | $4,880+1798.9% | $9,540+871.4% |