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 | $192,164 | $78,422+145.0% | $95,952+100.3% | $79,858+140.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.99% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,686 | $1,945+140.9% | $2,541+84.4% | $2,471+89.6% |
| Participant deferral / active EE | $10,182 | $3,440+196.0% | $4,167+144.4% | $3,740+172.2% |
| Admin fee / account holder | $3,110 | $5,622-44.7% | $6,795-54.2% | $5,306-41.4% |