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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,977 | $66,813+123.0% | $100,516+48.2% | $73,488+102.7% |
| Participation rate | 95.0% | 77.5%+17.5pp | 79.4%+15.6pp | 70.7%+24.3pp |
| Annual return | 15.36% | 25.70%-10.3pp | 30.89%-15.5pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,869 | $2,147+126.8% | $3,418+42.5% | $2,270+114.5% |
| Participant deferral / active EE | $6,549 | $5,883+11.3% | $6,270+4.5% | $3,740+75.1% |
| Admin fee / account holder | $799 | $512+56.0% | $8,081-90.1% | $513+55.6% |