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 | $138,460 | $54,762+152.8% | $90,281+53.4% | $72,985+89.7% |
| Participation rate | 83.1% | 65.1%+18.0pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 21.79% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,577 | $2,092+70.9% | $2,854+25.3% | $2,440+46.6% |
| Participant deferral / active EE | $7,948 | $2,887+175.3% | $3,885+104.6% | $3,607+120.3% |
| Admin fee / account holder | $6,446 | $3,972+62.3% | $5,351+20.5% | $5,124+25.8% |