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 | $163,012 | $105,126+55.1% | $94,646+72.2% | $139,434+16.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.91% | 38.03%-18.1pp | 156.71%-136.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $7,064 | $4,106+72.1% | $3,672+92.4% | $4,751+48.7% |
| Participant deferral / active EE | $11,874 | $7,599+56.3% | $7,418+60.1% | $6,710+77.0% |
| Admin fee / account holder | $22,326 | $8,984+148.5% | $7,231+208.8% | $11,403+95.8% |