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 | $74,197 | $48,265+53.7% | $68,791+7.9% | $68,494+8.3% |
| Participation rate | 85.5% | 60.7%+24.8pp | 69.0%+16.4pp | 67.9%+17.6pp |
| Annual return | -13.30% | -12.71%-0.6pp | -6.38%-6.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,825 | $1,829+163.8% | $2,655+81.7% | $2,596+85.8% |
| Participant deferral / active EE | $5,855 | $2,867+104.2% | $3,941+48.6% | $4,027+45.4% |
| Admin fee / account holder | $30,976 | $4,355+611.2% | $4,932+528.1% | $5,403+473.3% |