Filed May 19, 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 | $60,851 | $125,758-51.6% | $169,993-64.2% | $75,163-19.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 16.11% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,467 | $4,615-68.2% | $6,785-78.4% | $2,670-45.0% |
| Participant deferral / active EE | $3,962 | $6,837-42.1% | $10,408-61.9% | $4,125-4.0% |
| Admin fee / account holder | $16,121 | $8,173+97.2% | $12,815+25.8% | $5,651+185.3% |