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 | $152,902 | $127,100+20.3% | $105,738+44.6% | $135,375+12.9% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | -4.46% | 4.49%-9.0pp | 6.27%-10.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,482 | $4,107-63.9% | $3,268-54.7% | $4,779-69.0% |
| Participant deferral / active EE | $2,891 | $5,064-42.9% | $4,080-29.1% | $5,609-48.5% |
| Admin fee / account holder | $3,335 | $9,087-63.3% | $6,913-51.8% | $10,827-69.2% |