Filed August 13, 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 | $113,196 | $110,094+2.8% | $151,611-25.3% | $68,494+65.3% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -13.80% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,391 | $4,471+43.0% | $6,166+3.6% | $2,596+146.2% |
| Participant deferral / active EE | $3,396 | $6,527-48.0% | $8,363-59.4% | $4,027-15.7% |
| Admin fee / account holder | $4,142 | $7,719-46.3% | $11,616-64.3% | $5,403-23.3% |