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 | $244,056 | $185,822+31.3% | $169,993+43.6% | $139,434+75.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.34% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,044 | $7,590-33.5% | $6,785-25.7% | $4,751+6.2% |
| Participant deferral / active EE | $8,283 | $11,622-28.7% | $10,408-20.4% | $6,710+23.4% |
| Admin fee / account holder | $13,985 | $15,381-9.1% | $12,815+9.1% | $11,403+22.7% |