Filed August 8, 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 | $67,346 | $105,860-36.4% | $90,749-25.8% | $134,475-49.9% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | 11.44% | -11.01%+22.4pp | -12.16%+23.6pp | 417.96%-406.5pp |
| Employer contribution / active EE | $4,380 | $3,462+26.5% | $2,921+50.0% | $4,740-7.6% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,738 | $13,938-80.4% | $8,445-67.6% | $11,426-76.0% |