Filed December 3, 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 | $192,667 | $76,000+153.5% | $154,107+25.0% | $64,186+200.2% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | -4.80% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $5,263 | $3,351+57.1% | $5,298-0.6% | $2,381+121.1% |
| Participant deferral / active EE | $3,570 | $3,175+12.4% | $5,081-29.7% | $3,470+2.9% |
| Admin fee / account holder | $31,607 | $5,596+464.8% | $13,411+135.7% | $4,888+546.6% |