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 | $31,168 | $77,634-59.9% | $156,549-80.1% | $62,891-50.4% |
| Participation rate | 93.0% | 71.2%+21.8pp | 84.0%+9.0pp | 69.3%+23.7pp |
| Annual return | 4.66% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,315 | $3,045-24.0% | $4,871-52.5% | $3,203-27.7% |
| Admin fee / account holder | $4,002 | $5,561-28.0% | $13,027-69.3% | $4,296-6.8% |