Filed May 22, 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 | $173,394 | $75,963+128.3% | $97,995+76.9% | $70,131+147.2% |
| Participation rate | 87.1% | 77.0%+10.1pp | 82.4%+4.7pp | 69.5%+17.6pp |
| Annual return | 15.11% | 19.26%-4.1pp | 23.94%-8.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,273 | $3,278+60.8% | $4,158+26.8% | $2,342+125.1% |
| Participant deferral / active EE | $3,115 | $4,053-23.1% | $5,097-38.9% | $3,332-6.5% |
| Admin fee / account holder | $10,588 | $5,407+95.8% | $5,943+78.1% | $4,645+127.9% |