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 | $67,834 | $55,706+21.8% | $75,886-10.6% | $72,985-7.1% |
| Participation rate | 70.9% | 61.1%+9.8pp | 69.3%+1.6pp | 69.5%+1.4pp |
| Annual return | 18.81% | 27.59%-8.8pp | 30.76%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $3,490 | $1,687+107.0% | $2,500+39.6% | $2,440+43.1% |
| Participant deferral / active EE | $5,813 | $2,634+120.7% | $3,603+61.4% | $3,607+61.2% |
| Admin fee / account holder | $18,727 | $3,978+370.7% | $5,418+245.6% | $5,124+265.5% |