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 | $87,068 | $86,286+0.9% | $111,297-21.8% | $85,850+1.4% |
| Participation rate | 72.6% | 73.3%-0.7pp | 77.3%-4.7pp | 69.3%+3.3pp |
| Annual return | 13.37% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,226 | $2,043-40.0% | $2,731-55.1% | $2,565-52.2% |
| Participant deferral / active EE | $2,723 | $3,641-25.2% | $4,487-39.3% | $3,952-31.1% |
| Admin fee / account holder | $13,841 | $8,188+69.0% | $7,964+73.8% | $6,260+121.1% |