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 | $79,177 | $78,422+1.0% | $95,952-17.5% | $79,858-0.9% |
| Participation rate | 75.4% | 73.5%+1.9pp | 77.1%-1.7pp | 69.6%+5.7pp |
| Annual return | 10.39% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,429 | $1,945-26.6% | $2,541-43.8% | $2,471-42.2% |
| Participant deferral / active EE | $2,571 | $3,440-25.3% | $4,167-38.3% | $3,740-31.3% |
| Admin fee / account holder | $12,248 | $5,622+117.9% | $6,795+80.2% | $5,306+130.8% |