Filed April 25, 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 | $166,516 | $78,705+111.6% | $117,854+41.3% | $70,131+137.4% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.7pp |
| Annual return | 14.87% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $7,178 | $2,223+222.9% | $3,786+89.6% | $2,342+206.4% |
| Participant deferral / active EE | $6,251 | $3,297+89.6% | $4,482+39.5% | $3,332+87.6% |
| Admin fee / account holder | $17,965 | $5,065+254.7% | $8,020+124.0% | $4,645+286.7% |