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 | $39,171 | $49,177-20.3% | $79,464-50.7% | $64,186-39.0% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.2pp | 69.6%+11.0pp |
| Annual return | -8.02% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,510 | $2,076+20.9% | $2,800-10.4% | $2,381+5.4% |
| Participant deferral / active EE | $2,958 | $2,821+4.9% | $3,704-20.1% | $3,470-14.7% |
| Admin fee / account holder | $8,037 | $3,839+109.4% | $5,113+57.2% | $4,888+64.4% |