Filed April 21, 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 | $118,028 | $53,127+122.2% | $86,590+36.3% | $70,131+68.3% |
| Participation rate | 88.0% | 65.3%+22.6pp | 73.5%+14.4pp | 69.5%+18.4pp |
| Annual return | 23.52% | 27.66%-4.1pp | 964.84%-941.3pp | 73.14%-49.6pp |
| Employer contribution / active EE | $3,433 | $2,068+66.0% | $2,839+20.9% | $2,342+46.5% |
| Participant deferral / active EE | $7,202 | $2,696+167.2% | $3,609+99.6% | $3,332+116.2% |
| Admin fee / account holder | $9,186 | $3,585+156.2% | $4,906+87.2% | $4,645+97.7% |