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 | $91,967 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 65.67% | 64.32%+1.3pp | 71.39%-5.7pp | 345.32%-279.6pp |
| Employer contribution / active EE | $1,391 | $5,261-73.6% | $4,735-70.6% | $4,762-70.8% |
| Participant deferral / active EE | $4,493 | $7,109-36.8% | $6,709-33.0% | $5,850-23.2% |
| Admin fee / account holder | $5,647 | $12,120-53.4% | $10,261-45.0% | $11,596-51.3% |