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 | $18,813 | $102,616-81.7% | $81,983-77.1% | $158,922-88.2% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 11.24% | 61.04%-49.8pp | 41.31%-30.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,477 | $3,240-54.4% | $2,498-40.9% | $4,761-69.0% |
| Participant deferral / active EE | $2,064 | $4,648-55.6% | $3,722-44.5% | $5,982-65.5% |
| Admin fee / account holder | $6,140 | $8,235-25.4% | $5,664+8.4% | $11,246-45.4% |