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 | $189,484 | $43,327+337.3% | $59,878+216.4% | $64,186+195.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -5.30% | -1.55%-3.7pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $13,647 | $2,028+572.8% | $2,722+401.4% | $2,381+473.2% |
| Participant deferral / active EE | $10,567 | $2,546+315.1% | $3,402+210.6% | $3,470+204.6% |
| Admin fee / account holder | $7,687 | $3,005+155.8% | $3,590+114.1% | $4,888+57.3% |