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 | $57,556 | $105,126-45.3% | $94,646-39.2% | $139,434-58.7% |
| Participation rate | 85.0% | 82.4%+2.6pp | 80.8%+4.2pp | 80.3%+4.7pp |
| Annual return | 15.55% | 38.03%-22.5pp | 156.71%-141.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,430 | $7,599-28.6% | $7,418-26.8% | $6,710-19.1% |
| Admin fee / account holder | $868 | $8,984-90.3% | $7,231-88.0% | $11,403-92.4% |