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 | $67,139 | $49,280+36.2% | $67,313-0.3% | $64,186+4.6% |
| Participation rate | 81.4% | 60.8%+20.6pp | 69.1%+12.3pp | 69.6%+11.8pp |
| Annual return | -7.12% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,464 | $1,668+167.5% | $2,566+74.0% | $2,381+87.5% |
| Participant deferral / active EE | $5,843 | $2,484+135.2% | $3,568+63.7% | $3,470+68.4% |
| Admin fee / account holder | $1,229 | $3,863-68.2% | $4,507-72.7% | $4,888-74.9% |