Filed August 30, 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 | $123,748 | $102,966+20.2% | $90,281+37.1% | $152,861-19.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.55% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,620 | $3,139-16.5% | $2,854-8.2% | $4,762-45.0% |
| Participant deferral / active EE | $2,765 | $4,281-35.4% | $3,885-28.8% | $5,850-52.7% |
| Admin fee / account holder | $54,593 | $6,171+784.7% | $5,351+920.2% | $11,596+370.8% |