Filed November 9, 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 | $139,390 | $54,350+156.5% | $82,719+68.5% | $68,494+103.5% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -16.04% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,934 | $2,218+257.7% | $3,009+163.7% | $2,596+205.6% |
| Participant deferral / active EE | $7,839 | $3,246+141.5% | $4,395+78.4% | $4,027+94.7% |
| Admin fee / account holder | $15,468 | $4,395+251.9% | $5,329+190.3% | $5,403+186.3% |