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 | $66,169 | $49,177+34.6% | $79,464-16.7% | $64,186+3.1% |
| Participation rate | 94.8% | 65.0%+29.8pp | 73.3%+21.5pp | 69.6%+25.2pp |
| Annual return | -5.23% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,795 | $2,076+82.8% | $2,800+35.5% | $2,381+59.4% |
| Participant deferral / active EE | $6,562 | $2,821+132.6% | $3,704+77.2% | $3,470+89.1% |
| Admin fee / account holder | $16,423 | $3,839+327.8% | $5,113+221.2% | $4,888+236.0% |