Filed June 24, 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 | $98,626 | $84,233+17.1% | $170,442-42.1% | $70,131+40.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.55% | 23.06%-10.5pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,208 | $3,387-5.3% | $5,433-41.0% | $2,342+36.9% |
| Participant deferral / active EE | $1,910 | $3,086-38.1% | $4,939-61.3% | $3,332-42.7% |
| Admin fee / account holder | $2,661 | $5,698-53.3% | $13,880-80.8% | $4,645-42.7% |