Filed April 19, 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 | $203,973 | $91,019+124.1% | $392,568-48.0% | $72,985+179.5% |
| Participation rate | 95.5% | 74.4%+21.1pp | 78.1%+17.4pp | 69.5%+26.0pp |
| Annual return | 20.14% | 20.00%+0.1pp | 24.42%-4.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $5,282 | $2,751+92.0% | $3,783+39.6% | $2,440+116.5% |
| Participant deferral / active EE | $3,757 | $4,570-17.8% | $5,985-37.2% | $3,607+4.1% |
| Admin fee / account holder | $16,671 | $4,895+240.6% | $6,260+166.3% | $5,124+225.3% |