Filed June 6, 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 | $196,854 | $105,859+86.0% | $90,160+118.3% | $147,584+33.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.67% | 37.63%-18.0pp | 34.88%-15.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $9,697 | $4,126+135.0% | $3,318+192.2% | $4,876+98.9% |
| Participant deferral / active EE | $13,131 | $5,733+129.0% | $5,288+148.3% | $5,439+141.4% |
| Admin fee / account holder | $779 | $8,046-90.3% | $5,943-86.9% | $10,885-92.8% |