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 | $183,869 | $183,963-0.1% | $162,163+13.4% | $152,861+20.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.05% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $6,122 | $6,371-3.9% | $5,614+9.1% | $4,762+28.6% |
| Participant deferral / active EE | $7,217 | $8,034-10.2% | $7,298-1.1% | $5,850+23.4% |
| Admin fee / account holder | $15,638 | $13,121+19.2% | $10,843+44.2% | $11,596+34.9% |