Filed August 17, 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 | $80,224 | $101,724-21.1% | $164,813-51.3% | $80,856-0.8% |
| Participation rate | 80.5% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.8pp |
| Annual return | 12.07% | 16.72%-4.6pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,528 | $2,953-14.4% | $4,341-41.8% | $2,755-8.2% |
| Participant deferral / active EE | $5,746 | $4,477+28.3% | $6,031-4.7% | $4,296+33.7% |
| Admin fee / account holder | $2,154 | $8,227-73.8% | $12,690-83.0% | $6,918-68.9% |