Filed December 28, 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 | $51,032 | $94,529-46.0% | $140,016-63.6% | $64,186-20.5% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | -4.17% | 7.77%-11.9pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,498 | $3,812-34.5% | $5,606-55.4% | $2,381+4.9% |
| Participant deferral / active EE | $2,952 | $5,250-43.8% | $6,927-57.4% | $3,470-14.9% |
| Admin fee / account holder | $1,210 | $6,741-82.0% | $10,705-88.7% | $4,888-75.2% |