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 | $144,861 | $73,933+95.9% | $96,683+49.8% | $75,163+92.7% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 13.34% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,881 | $2,928+32.6% | $3,737+3.9% | $2,670+45.4% |
| Participant deferral / active EE | $4,388 | $3,659+19.9% | $4,878-10.0% | $4,125+6.4% |
| Admin fee / account holder | $8,711 | $5,216+67.0% | $6,730+29.4% | $5,651+54.1% |