Filed August 30, 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 | $116,023 | $65,365+77.5% | $92,893+24.9% | $72,985+59.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.24% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $5,547 | $2,594+113.8% | $3,653+51.9% | $2,440+127.3% |
| Participant deferral / active EE | $6,120 | $3,128+95.6% | $4,236+44.5% | $3,607+69.7% |
| Admin fee / account holder | $27,942 | $4,251+557.2% | $5,794+382.3% | $5,124+445.3% |