Filed November 19, 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 | $122,643 | $42,894+185.9% | $60,874+101.5% | $68,494+79.1% |
| Participation rate | 97.8% | 66.8%+31.0pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -14.85% | -13.98%-0.9pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,842 | $1,978+94.2% | $2,701+42.2% | $2,596+48.0% |
| Participant deferral / active EE | $5,944 | $2,867+107.4% | $3,817+55.7% | $4,027+47.6% |
| Admin fee / account holder | $5,942 | $3,101+91.6% | $3,224+84.3% | $5,403+10.0% |