Filed July 16, 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 | $179,999 | $137,414+31.0% | $189,513-5.0% | $85,850+109.7% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 18.31% | 38.14%-19.8pp | 555.15%-536.8pp | 318.53%-300.2pp |
| Employer contribution / active EE | $3,872 | $4,344-10.9% | $6,162-37.2% | $2,565+51.0% |
| Participant deferral / active EE | $4,959 | $6,260-20.8% | $8,221-39.7% | $3,952+25.5% |
| Admin fee / account holder | $1,770 | $8,630-79.5% | $12,045-85.3% | $6,260-71.7% |