Filed July 28, 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 | $16,411 | $85,790-80.9% | $67,313-75.6% | $135,375-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.01% | -0.54%-7.5pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,584 | $3,487-25.9% | $2,566+0.7% | $4,779-45.9% |
| Participant deferral / active EE | $1,924 | $4,651-58.6% | $3,568-46.1% | $5,609-65.7% |
| Admin fee / account holder | $799 | $6,392-87.5% | $4,507-82.3% | $10,827-92.6% |