Filed August 24, 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 | $53,841 | $183,963-70.7% | $162,163-66.8% | $152,861-64.8% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 22.27% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,941 | $6,371-38.1% | $5,614-29.8% | $4,762-17.2% |
| Participant deferral / active EE | $3,543 | $8,034-55.9% | $7,298-51.4% | $5,850-39.4% |
| Admin fee / account holder | $501 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |