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 4-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 | $20,208 | $75,828-73.4% | $147,614-86.3% | $59,632-66.1% |
| Participation rate | 91.3% | 71.6%+19.7pp | 84.6%+6.6pp | 68.7%+22.6pp |
| Annual return | -0.65% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $969 | $3,485-72.2% | $5,564-82.6% | $2,203-56.0% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,889 | $5,985-68.4% | $11,611-83.7% | $4,297-56.0% |