Filed August 19, 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 | $99,067 | $77,503+27.8% | $100,391-1.3% | $80,856+22.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.25% | 37.20%-22.9pp | 49.20%-34.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,159 | $2,801-22.9% | $3,942-45.2% | $2,755-21.6% |
| Participant deferral / active EE | $5,768 | $6,820-15.4% | $8,082-28.6% | $4,296+34.3% |
| Admin fee / account holder | $557 | $5,897-90.6% | $7,899-92.9% | $6,918-91.9% |