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 | $123,326 | $51,175+141.0% | $70,515+74.9% | $75,163+64.1% |
| Participation rate | 78.6% | 60.9%+17.6pp | 68.3%+10.2pp | 67.2%+11.4pp |
| Annual return | 16.29% | 30.02%-13.7pp | 32.77%-16.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,275 | $1,826+188.9% | $2,973+77.4% | $2,670+97.6% |
| Participant deferral / active EE | $7,120 | $2,849+149.9% | $4,567+55.9% | $4,125+72.6% |
| Admin fee / account holder | $4,419 | $4,091+8.0% | $6,412-31.1% | $5,651-21.8% |