Filed July 15, 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 | $40,578 | $46,869-13.4% | $122,332-66.8% | $70,131-42.1% |
| Participation rate | 73.8% | 58.2%+15.6pp | 71.6%+2.2pp | 69.5%+4.3pp |
| Annual return | 18.14% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,698 | $1,288+31.8% | $4,050-58.1% | $2,342-27.5% |
| Participant deferral / active EE | $4,229 | $2,166+95.2% | $3,287+28.7% | $3,332+26.9% |
| Admin fee / account holder | $503 | $3,322-84.9% | $5,478-90.8% | $4,645-89.2% |