Filed May 21, 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 | $101,357 | $185,822-45.5% | $169,993-40.4% | $139,434-27.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.31% | 60.50%-48.2pp | 53.37%-41.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,864 | $7,590-75.4% | $6,785-72.5% | $4,751-60.8% |
| Participant deferral / active EE | $12,923 | $11,622+11.2% | $10,408+24.2% | $6,710+92.6% |
| Admin fee / account holder | $26,217 | $15,381+70.5% | $12,815+104.6% | $11,403+129.9% |