Filed June 3, 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 | $95,408 | $91,552+4.2% | $133,956-28.8% | $79,858+19.5% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.5pp |
| Annual return | 15.20% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,684 | $2,384+96.5% | $3,919+19.5% | $2,471+89.6% |
| Participant deferral / active EE | $5,549 | $3,733+48.6% | $5,048+9.9% | $3,740+48.4% |
| Admin fee / account holder | $10,548 | $6,321+66.9% | $8,927+18.2% | $5,306+98.8% |