Filed May 5, 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 | $136,529 | $78,705+73.5% | $117,854+15.8% | $70,131+94.7% |
| Participation rate | 95.6% | 73.2%+22.4pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 19.13% | 23.30%-4.2pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,486 | $2,223+11.8% | $3,786-34.3% | $2,342+6.1% |
| Participant deferral / active EE | $7,453 | $3,297+126.0% | $4,482+66.3% | $3,332+123.7% |
| Admin fee / account holder | $5,642 | $5,065+11.4% | $8,020-29.7% | $4,645+21.4% |