Filed August 31, 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 | $91,136 | $148,978-38.8% | $200,582-54.6% | $84,808+7.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 25.12% | 28.16%-3.0pp | 42.33%-17.2pp | 40.90%-15.8pp |
| Employer contribution / active EE | $7,781 | $4,815+61.6% | $6,419+21.2% | $2,631+195.7% |
| Participant deferral / active EE | $8,621 | $7,142+20.7% | $9,331-7.6% | $4,212+104.7% |
| Admin fee / account holder | $9,041 | $13,977-35.3% | $16,305-44.5% | $7,344+23.1% |