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 | $155,426 | $103,966+49.5% | $112,887+37.7% | $75,163+106.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 22.20% | 24.54%-2.3pp | 34.10%-11.9pp | 160.62%-138.4pp |
| Employer contribution / active EE | $7,366 | $3,870+90.3% | $4,563+61.4% | $2,670+175.9% |
| Participant deferral / active EE | $6,443 | $5,456+18.1% | $6,513-1.1% | $4,125+56.2% |
| Admin fee / account holder | $3,018 | $7,663-60.6% | $7,047-57.2% | $5,651-46.6% |