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 | $111,776 | $146,267-23.6% | $197,124-43.3% | $82,448+35.6% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.1pp |
| Annual return | 19.05% | 29.61%-10.6pp | 44.34%-25.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,266 | $4,723+11.5% | $6,227-15.4% | $2,551+106.4% |
| Participant deferral / active EE | $5,098 | $7,035-27.5% | $9,135-44.2% | $4,139+23.2% |
| Admin fee / account holder | $6,373 | $14,422-55.8% | $16,298-60.9% | $7,234-11.9% |