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 | $95,803-8.1% | $113,168-22.2% | $84,808+3.9% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.5pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,925 | $2,360+24.0% | $2,975-1.7% | $2,631+11.2% |
| Participant deferral / active EE | $4,470 | $4,242+5.4% | $5,107-12.5% | $4,212+6.1% |
| Admin fee / account holder | $11,370 | $8,989+26.5% | $12,068-5.8% | $7,344+54.8% |