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 | $93,016 | $48,265+92.7% | $68,791+35.2% | $68,494+35.8% |
| Participation rate | 71.1% | 60.7%+10.4pp | 69.0%+2.1pp | 67.9%+3.2pp |
| Annual return | -16.54% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,121 | $1,829+180.0% | $2,655+92.9% | $2,596+97.2% |
| Participant deferral / active EE | $6,564 | $2,867+129.0% | $3,941+66.6% | $4,027+63.0% |
| Admin fee / account holder | $7,401 | $4,355+69.9% | $4,932+50.1% | $5,403+37.0% |