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 | $79,343 | $153,772-48.4% | $133,980-40.8% | $273,961-71.0% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 7.37% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $7,752 | $6,029+28.6% | $5,211+48.8% | $4,869+59.2% |
| Participant deferral / active EE | $6,154 | $6,958-11.6% | $6,282-2.0% | $5,287+16.4% |
| Admin fee / account holder | $65,940 | $11,765+460.5% | $9,324+607.2% | $10,132+550.8% |