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 | $177,551 | $108,919+63.0% | $100,391+76.9% | $145,922+21.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.38% | 57.88%-40.5pp | 49.20%-31.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,269 | $4,419+64.5% | $3,942+84.4% | $4,660+56.0% |
| Participant deferral / active EE | $12,041 | $8,445+42.6% | $8,082+49.0% | $6,688+80.0% |
| Admin fee / account holder | $11,151 | $9,689+15.1% | $7,899+41.2% | $13,397-16.8% |