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 | $80,251 | $57,828+38.8% | $117,039-31.4% | $70,131+14.4% |
| Participation rate | 72.4% | 67.1%+5.3pp | 77.2%-4.8pp | 69.5%+2.9pp |
| Annual return | 12.16% | 17.55%-5.4pp | 18.95%-6.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,093 | $1,816-39.8% | $3,785-71.1% | $2,342-53.3% |
| Participant deferral / active EE | $2,854 | $2,438+17.1% | $3,929-27.4% | $3,332-14.3% |
| Admin fee / account holder | $21,647 | $3,548+510.1% | $5,974+262.4% | $4,645+366.0% |