Filed October 31, 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 | $187,023 | $82,664+126.2% | $125,339+49.2% | $68,494+173.0% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,514 | $3,381+92.7% | $4,814+35.3% | $2,596+150.9% |
| Participant deferral / active EE | $10,580 | $6,110+73.1% | $7,446+42.1% | $4,027+162.7% |
| Admin fee / account holder | $29,687 | $6,275+373.1% | $10,010+196.6% | $5,403+449.5% |