Filed July 11, 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 | $59,250 | $62,586-5.3% | $76,768-22.8% | $64,186-7.7% |
| Participation rate | 74.7% | 72.8%+1.9pp | 77.0%-2.2pp | 69.6%+5.1pp |
| Annual return | -7.14% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $947 | $1,832-48.3% | $2,485-61.9% | $2,381-60.2% |
| Participant deferral / active EE | $2,382 | $3,145-24.2% | $3,852-38.1% | $3,470-31.3% |
| Admin fee / account holder | $4,580 | $4,667-1.9% | $6,675-31.4% | $4,888-6.3% |