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 | $110,705 | $88,370+25.3% | $112,977-2.0% | $79,858+38.6% |
| Participation rate | 95.1% | 76.8%+18.3pp | 82.6%+12.6pp | 69.6%+25.5pp |
| Annual return | 24.76% | 23.16%+1.6pp | 24.24%+0.5pp | 31.71%-7.0pp |
| Employer contribution / active EE | $5,763 | $3,398+69.6% | $4,255+35.5% | $2,471+133.3% |
| Participant deferral / active EE | $4,010 | $4,536-11.6% | $5,836-31.3% | $3,740+7.2% |
| Admin fee / account holder | $630 | $5,750-89.0% | $6,294-90.0% | $5,306-88.1% |