Filed August 8, 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 | $219,727 | $87,166+152.1% | $76,735+186.3% | $137,256+60.1% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 17.92% | 26.50%-8.6pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $11,596 | $2,904+299.3% | $2,454+372.5% | $4,156+179.0% |
| Participant deferral / active EE | $8,512 | $4,726+80.1% | $4,088+108.2% | $6,407+32.9% |
| Admin fee / account holder | $15,403 | $8,403+83.3% | $7,189+114.3% | $12,270+25.5% |