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 | $242,613 | $118,849+104.1% | $96,562+151.3% | $167,490+44.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.45% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,100 | $3,120-0.6% | $2,356+31.6% | $4,837-35.9% |
| Participant deferral / active EE | $12,592 | $4,616+172.8% | $3,849+227.1% | $6,341+98.6% |
| Admin fee / account holder | $4,039 | $8,065-49.9% | $6,181-34.6% | $12,309-67.2% |