Filed August 8, 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 | $53,444 | $72,492-26.3% | $87,100-38.6% | $72,985-26.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.79% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,085 | $1,894+10.1% | $2,521-17.3% | $2,440-14.5% |
| Participant deferral / active EE | $1,567 | $3,270-52.1% | $4,049-61.3% | $3,607-56.6% |
| Admin fee / account holder | $5,665 | $5,055+12.1% | $7,497-24.4% | $5,124+10.6% |