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 | $24,671 | $95,862-74.3% | $79,550-69.0% | $134,475-81.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -18.23% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,760 | $3,128-43.7% | $2,413-27.1% | $4,740-62.9% |
| Participant deferral / active EE | $2,062 | $4,693-56.1% | $3,985-48.3% | $6,400-67.8% |
| Admin fee / account holder | $2,522 | $9,126-72.4% | $6,832-63.1% | $11,426-77.9% |