Filed July 1, 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 | $230,099 | $84,233+173.2% | $170,442+35.0% | $70,131+228.1% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 16.88% | 23.06%-6.2pp | 205.93%-189.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $7,594 | $3,387+124.2% | $5,433+39.8% | $2,342+224.2% |
| Participant deferral / active EE | $5,389 | $3,086+74.6% | $4,939+9.1% | $3,332+61.8% |
| Admin fee / account holder | $4,507 | $5,698-20.9% | $13,880-67.5% | $4,645-3.0% |