Filed August 26, 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 | $93,340 | $110,094-15.2% | $151,611-38.4% | $68,494+36.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.86% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,577 | $4,471+2.4% | $6,166-25.8% | $2,596+76.3% |
| Participant deferral / active EE | $7,106 | $6,527+8.9% | $8,363-15.0% | $4,027+76.5% |
| Admin fee / account holder | $23,489 | $7,719+204.3% | $11,616+102.2% | $5,403+334.8% |