Filed August 1, 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 | $47,317 | $70,756-33.1% | $65,493-27.8% | $142,382-66.8% |
| Participation rate | 95.8% | 77.4%+18.5pp | 73.1%+22.7pp | 80.1%+15.7pp |
| Annual return | 29.95% | 1754.89%-1724.9pp | 982.45%-952.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $6,664 | $2,881+131.3% | $2,574+158.9% | $4,299+55.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,874 | $6,559-40.9% | $5,028-22.9% | $12,624-69.3% |