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 | $102,235 | $99,985+2.2% | $146,665-30.3% | $85,850+19.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.42% | 18.93%-1.5pp | 22.74%-5.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $5,453 | $2,559+113.1% | $4,136+31.8% | $2,565+112.6% |
| Participant deferral / active EE | $7,300 | $4,006+82.2% | $5,506+32.6% | $3,952+84.7% |
| Admin fee / account holder | $4,223 | $7,702-45.2% | $10,280-58.9% | $6,260-32.5% |