Filed April 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 9-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 | $139,494 | $85,202+63.7% | $172,739-19.2% | $72,985+91.1% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 19.43% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $5,826 | $3,324+75.3% | $5,143+13.3% | $2,440+138.8% |
| Participant deferral / active EE | $3,359 | $3,260+3.0% | $5,198-35.4% | $3,607-6.9% |
| Admin fee / account holder | $14,523 | $5,884+146.8% | $13,954+4.1% | $5,124+183.4% |