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 | $73,639 | $54,350+35.5% | $82,719-11.0% | $68,494+7.5% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.3pp | 67.9%+30.9pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,426 | $2,218+99.5% | $3,009+47.1% | $2,596+70.5% |
| Participant deferral / active EE | $8,593 | $3,246+164.7% | $4,395+95.5% | $4,027+113.4% |
| Admin fee / account holder | $4,539 | $4,395+3.3% | $5,329-14.8% | $5,403-16.0% |