Filed July 16, 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 | $248,382 | $77,813+219.2% | $123,544+101.0% | $64,186+287.0% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -6.82% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,179 | $3,014+5.5% | $4,628-31.3% | $2,381+33.5% |
| Participant deferral / active EE | $10,488 | $5,240+100.2% | $6,426+63.2% | $3,470+202.3% |
| Admin fee / account holder | $11,189 | $5,519+102.7% | $9,284+20.5% | $4,888+128.9% |