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 | $212,965 | $197,591+7.8% | $177,821+19.8% | $158,922+34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.63% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,808 | $6,697-13.3% | $5,918-1.9% | $4,761+22.0% |
| Participant deferral / active EE | $6,665 | $8,405-20.7% | $7,714-13.6% | $5,982+11.4% |
| Admin fee / account holder | $19,815 | $15,399+28.7% | $12,427+59.4% | $11,246+76.2% |