Filed October 7, 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 | $64,797 | $197,591-67.2% | $177,821-63.6% | $158,922-59.2% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 13.17% | 58.76%-45.6pp | 48.32%-35.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,480 | $6,697-63.0% | $5,918-58.1% | $4,761-47.9% |
| Participant deferral / active EE | $6,395 | $8,405-23.9% | $7,714-17.1% | $5,982+6.9% |
| Admin fee / account holder | $7,091 | $15,399-54.0% | $12,427-42.9% | $11,246-36.9% |