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 | $218,123 | $153,772+41.8% | $133,980+62.8% | $273,961-20.4% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.87% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,609 | $6,029-56.7% | $5,211-49.9% | $4,869-46.4% |
| Participant deferral / active EE | $4,140 | $6,958-40.5% | $6,282-34.1% | $5,287-21.7% |
| Admin fee / account holder | $1,419 | $11,765-87.9% | $9,324-84.8% | $10,132-86.0% |