Filed April 18, 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 | $133,809 | $102,317+30.8% | $146,958-8.9% | $80,856+65.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.75% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,533 | $3,713+22.1% | $4,933-8.1% | $2,755+64.5% |
| Participant deferral / active EE | $9,141 | $6,644+37.6% | $8,070+13.3% | $4,296+112.8% |
| Admin fee / account holder | $5,193 | $7,941-34.6% | $12,998-60.0% | $6,918-24.9% |