Filed August 23, 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 | $72,328 | $52,580+37.6% | $71,671+0.9% | $70,131+3.1% |
| Participation rate | 83.3% | 60.9%+22.5pp | 68.7%+14.6pp | 69.5%+13.8pp |
| Annual return | 15.42% | 20.25%-4.8pp | 20.65%-5.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $4,241 | $1,616+162.5% | $2,460+72.4% | $2,342+81.1% |
| Participant deferral / active EE | $5,428 | $2,386+127.5% | $3,438+57.9% | $3,332+62.9% |
| Admin fee / account holder | $3,280 | $3,653-10.2% | $5,558-41.0% | $4,645-29.4% |