Filed May 15, 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 | $211,319 | $109,817+92.4% | $98,442+114.7% | $167,490+26.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.39% | 1956.69%-1946.3pp | 1492.73%-1482.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $5,088 | $3,224+57.8% | $2,960+71.9% | $4,837+5.2% |
| Participant deferral / active EE | $11,565 | $4,673+147.5% | $4,276+170.4% | $6,341+82.4% |
| Admin fee / account holder | $74,773 | $6,753+1007.3% | $5,949+1156.9% | $12,309+507.5% |