Filed April 21, 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 | $121,175 | $87,841+37.9% | $133,980-9.6% | $62,891+92.7% |
| Participation rate | 94.7% | 83.4%+11.3pp | 87.1%+7.6pp | 69.3%+25.4pp |
| Annual return | 7.39% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,753 | $3,483+65.2% | $5,211+10.4% | $2,281+152.2% |
| Participant deferral / active EE | $6,882 | $4,812+43.0% | $6,282+9.6% | $3,203+114.9% |
| Admin fee / account holder | $2,688 | $5,371-50.0% | $9,324-71.2% | $4,296-37.4% |