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 | $150,150 | $89,753+67.3% | $107,525+39.6% | $84,808+77.0% |
| Participation rate | 93.5% | 68.1%+25.4pp | 75.1%+18.4pp | 68.3%+25.2pp |
| Annual return | 14.29% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,146 | $3,113+1.1% | $3,754-16.2% | $2,631+19.6% |
| Participant deferral / active EE | $4,889 | $4,056+20.5% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $6,291 | $7,222-12.9% | $8,919-29.5% | $7,344-14.3% |