Filed May 27, 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 | $57,242 | $51,576+11.0% | $129,207-55.7% | $80,856-29.2% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | 11.92% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,448 | $2,669+141.6% | $4,168+54.7% | $4,296+50.1% |
| Admin fee / account holder | $3,806 | $4,305-11.6% | $7,715-50.7% | $6,918-45.0% |