Filed August 8, 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 | $198,021 | $53,127+272.7% | $86,590+128.7% | $70,131+182.4% |
| Participation rate | 79.0% | 65.3%+13.7pp | 73.5%+5.5pp | 69.5%+9.5pp |
| Annual return | 15.16% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $6,769 | $2,068+227.3% | $2,839+138.4% | $2,342+189.0% |
| Participant deferral / active EE | $4,275 | $2,696+58.6% | $3,609+18.5% | $3,332+28.3% |
| Admin fee / account holder | $4,722 | $3,585+31.7% | $4,906-3.7% | $4,645+1.6% |