Filed May 5, 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 | $167,003 | $112,881+47.9% | $90,951+83.6% | $158,922+5.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.39% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,032 | $2,893+4.8% | $2,122+42.9% | $4,761-36.3% |
| Participant deferral / active EE | $10,447 | $4,128+153.1% | $3,373+209.7% | $5,982+74.6% |
| Admin fee / account holder | $2,791 | $8,041-65.3% | $5,959-53.2% | $11,246-75.2% |