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 | $70,238 | $51,708+35.8% | $106,619-34.1% | $62,891+11.7% |
| Participation rate | 77.8% | 66.9%+10.9pp | 78.0%-0.2pp | 69.3%+8.5pp |
| Annual return | 6.18% | 4.69%+1.5pp | 9.42%-3.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,114 | $1,764-36.8% | $3,947-71.8% | $2,281-51.1% |
| Participant deferral / active EE | $2,923 | $2,315+26.2% | $3,930-25.6% | $3,203-8.8% |
| Admin fee / account holder | $571 | $3,349-82.9% | $6,418-91.1% | $4,296-86.7% |