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 | $240,886 | $105,126+129.1% | $94,646+154.5% | $139,434+72.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.14% | 38.03%-20.9pp | 156.71%-139.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,819 | $4,106-7.0% | $3,672+4.0% | $4,751-19.6% |
| Participant deferral / active EE | $5,904 | $7,599-22.3% | $7,418-20.4% | $6,710-12.0% |
| Admin fee / account holder | $6,272 | $8,984-30.2% | $7,231-13.3% | $11,403-45.0% |