Filed November 29, 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 | $160,545 | $54,350+195.4% | $82,719+94.1% | $68,494+134.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -5.53% | -13.67%+8.1pp | 701.18%-706.7pp | -7.84%+2.3pp |
| Employer contribution / active EE | $7,936 | $2,218+257.8% | $3,009+163.7% | $2,596+205.7% |
| Participant deferral / active EE | $7,348 | $3,246+126.4% | $4,395+67.2% | $4,027+82.5% |
| Admin fee / account holder | $25,998 | $4,395+491.5% | $5,329+387.9% | $5,403+381.2% |