Filed August 8, 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 | $88,084 | $95,453-7.7% | $112,040-21.4% | $82,448+6.8% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 14.42% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,925 | $2,318+26.2% | $2,954-1.0% | $2,551+14.7% |
| Participant deferral / active EE | $4,470 | $4,224+5.8% | $5,098-12.3% | $4,139+8.0% |
| Admin fee / account holder | $11,370 | $9,013+26.1% | $12,098-6.0% | $7,234+57.2% |