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 | $125,790 | $64,707+94.4% | $112,228+12.1% | $68,494+83.7% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -12.87% | -11.40%-1.5pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $9,096 | $2,746+231.2% | $3,635+150.3% | $2,596+250.3% |
| Participant deferral / active EE | $4,784 | $3,565+34.2% | $4,728+1.2% | $4,027+18.8% |
| Admin fee / account holder | $8,415 | $5,232+60.8% | $6,410+31.3% | $5,403+55.8% |