Filed July 20, 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 | $83,084 | $58,208+42.7% | $81,812+1.6% | $80,856+2.8% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 13.72% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,074 | $2,340+31.4% | $2,912+5.5% | $2,755+11.6% |
| Participant deferral / active EE | $5,049 | $3,281+53.9% | $4,319+16.9% | $4,296+17.5% |
| Admin fee / account holder | $2,403 | $4,981-51.8% | $7,386-67.5% | $6,918-65.3% |