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 | $107,141 | $110,094-2.7% | $151,611-29.3% | $68,494+56.4% |
| Participation rate | 82.8% | 84.0%-1.1pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | -7.74% | -10.12%+2.4pp | 3.33%-11.1pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,058 | $4,471-54.0% | $6,166-66.6% | $2,596-20.7% |
| Participant deferral / active EE | $3,224 | $6,527-50.6% | $8,363-61.5% | $4,027-19.9% |
| Admin fee / account holder | $8,033 | $7,719+4.1% | $11,616-30.8% | $5,403+48.7% |