Filed June 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 | $39,089 | $48,076-18.7% | $78,689-50.3% | $62,891-37.8% |
| Participation rate | 90.1% | 65.2%+24.9pp | 73.6%+16.6pp | 69.3%+20.8pp |
| Annual return | 7.79% | 31.35%-23.6pp | 62.18%-54.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,506 | $2,015+24.4% | $2,851-12.1% | $2,281+9.8% |
| Participant deferral / active EE | $2,723 | $2,588+5.2% | $3,517-22.6% | $3,203-15.0% |
| Admin fee / account holder | $4,005 | $3,207+24.9% | $4,510-11.2% | $4,296-6.8% |