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 | $183,093 | $89,698+104.1% | $103,476+76.9% | $80,856+126.4% |
| Participation rate | 97.4% | 76.0%+21.4pp | 80.5%+16.9pp | 67.6%+29.7pp |
| Annual return | 19.80% | 22.78%-3.0pp | 23.90%-4.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $7,355 | $4,018+83.0% | $4,672+57.4% | $2,755+167.0% |
| Participant deferral / active EE | $6,466 | $5,456+18.5% | $6,623-2.4% | $4,296+50.5% |
| Admin fee / account holder | $2,469 | $6,768-63.5% | $9,413-73.8% | $6,918-64.3% |