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 | $99,115 | $129,942-23.7% | $104,294-5.0% | $134,475-26.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.62% | 42.03%-51.7pp | 24.61%-34.2pp | 417.96%-427.6pp |
| Employer contribution / active EE | $7,005 | $4,184+67.4% | $3,372+107.8% | $4,740+47.8% |
| Participant deferral / active EE | $11,724 | $5,588+109.8% | $4,625+153.5% | $6,400+83.2% |
| Admin fee / account holder | $10,708 | $9,323+14.8% | $7,339+45.9% | $11,426-6.3% |