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 | $213,378 | $42,894+397.5% | $60,874+250.5% | $68,494+211.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.37% | -13.98%-3.4pp | 16.90%-34.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $14,015 | $1,978+608.5% | $2,701+418.8% | $2,596+439.8% |
| Participant deferral / active EE | $12,346 | $2,867+330.7% | $3,817+223.5% | $4,027+206.6% |
| Admin fee / account holder | $2,601 | $3,101-16.1% | $3,224-19.3% | $5,403-51.9% |