Filed June 30, 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 | $45,332 | $53,127-14.7% | $86,590-47.6% | $70,131-35.4% |
| Participation rate | 98.6% | 65.3%+33.3pp | 73.5%+25.0pp | 69.5%+29.0pp |
| Annual return | 18.64% | 27.66%-9.0pp | 964.84%-946.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,802 | $2,068+35.5% | $2,839-1.3% | $2,342+19.6% |
| Participant deferral / active EE | $3,221 | $2,696+19.5% | $3,609-10.7% | $3,332-3.3% |
| Admin fee / account holder | $1,220 | $3,585-66.0% | $4,906-75.1% | $4,645-73.7% |