Filed July 5, 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 3-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 | $31,792 | $75,828-58.1% | $147,614-78.5% | $59,632-46.7% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -1.45% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,214 | $3,130-29.3% | $4,895-54.8% | $3,192-30.6% |
| Admin fee / account holder | $6,445 | $5,985+7.7% | $11,611-44.5% | $4,297+50.0% |