Filed June 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 | $80,155 | $109,359-26.7% | $162,163-50.6% | $72,985+9.8% |
| Participation rate | 80.8% | 84.3%-3.5pp | 87.6%-6.8pp | 69.5%+11.3pp |
| Annual return | 21.80% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,995 | $3,907-49.0% | $5,614-64.5% | $2,440-18.3% |
| Participant deferral / active EE | $3,391 | $5,481-38.1% | $7,298-53.5% | $3,607-6.0% |
| Admin fee / account holder | $7,632 | $7,972-4.3% | $10,843-29.6% | $5,124+48.9% |