Filed November 17, 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 | $50,772 | $44,221+14.8% | $121,196-58.1% | $56,287-9.8% |
| Participation rate | 94.2% | 61.1%+33.1pp | 71.7%+22.4pp | 69.9%+24.3pp |
| Annual return | -3.57% | -3.58%0pp | 16.93%-20.5pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,262 | $1,480+52.8% | $4,022-43.8% | $2,111+7.1% |
| Participant deferral / active EE | $3,695 | $2,521+46.6% | $3,344+10.5% | $3,350+10.3% |
| Admin fee / account holder | $11,433 | $480+2279.9% | $5,019+127.8% | $521+2094.6% |