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 | $178,743 | $83,477+114.1% | $125,175+42.8% | $72,985+144.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.10% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $9,784 | $2,345+317.2% | $3,865+153.1% | $2,440+301.0% |
| Participant deferral / active EE | $6,844 | $3,585+90.9% | $4,937+38.6% | $3,607+89.7% |
| Admin fee / account holder | $8,422 | $5,517+52.6% | $9,702-13.2% | $5,124+64.3% |