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 | $74,337 | $91,538-18.8% | $129,995-42.8% | $75,163-1.1% |
| Participation rate | 81.0% | 71.4%+9.5pp | 78.5%+2.5pp | 67.2%+13.8pp |
| Annual return | 15.32% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,501 | $2,845-47.2% | $4,320-65.2% | $2,670-43.8% |
| Participant deferral / active EE | $4,148 | $4,341-4.4% | $5,820-28.7% | $4,125+0.6% |
| Admin fee / account holder | $5,411 | $6,790-20.3% | $10,614-49.0% | $5,651-4.2% |