Filed December 13, 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 | $43,919 | $61,388-28.5% | $141,942-69.1% | $61,388-28.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 97.9%+2.1pp | 74.9%+25.1pp |
| Annual return | -13.47% | -18.84%+5.4pp | -11.17%-2.3pp | -18.84%+5.4pp |
| Employer contribution / active EE | $5,686 | $4,190+35.7% | $6,535-13.0% | $4,190+35.7% |
| Participant deferral / active EE | $4,042 | $3,868+4.5% | $5,590-27.7% | $3,868+4.5% |
| Admin fee / account holder | $1,418 | $3,736-62.0% | $1,310+8.3% | $3,736-62.0% |