Filed June 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 | $200,603 | $140,588+42.7% | $123,104+63.0% | $125,391+60.0% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | 1.32% | 16.80%-15.5pp | 13.22%-11.9pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,243 | $6,041-62.9% | $5,151-56.5% | $4,866-53.9% |
| Participant deferral / active EE | $3,922 | $6,980-43.8% | $6,230-37.0% | $5,352-26.7% |
| Admin fee / account holder | $1,458 | $11,198-87.0% | $9,015-83.8% | $9,540-84.7% |