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 | $97,964 | $81,947+19.5% | $105,387-7.0% | $72,985+34.2% |
| Participation rate | 97.1% | 76.5%+20.6pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 24.60% | 42.90%-18.3pp | 26.82%-2.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $6,214 | $3,468+79.2% | $4,213+47.5% | $2,440+154.7% |
| Participant deferral / active EE | $4,257 | $4,494-5.3% | $5,502-22.6% | $3,607+18.0% |
| Admin fee / account holder | $42,217 | $6,258+574.6% | $6,559+543.7% | $5,124+723.8% |