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 | $108,678 | $109,413-0.7% | $156,263-30.5% | $84,808+28.1% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 14.32% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,560 | $2,907+91.3% | $4,333+28.3% | $2,631+111.3% |
| Participant deferral / active EE | $7,752 | $4,590+68.9% | $6,158+25.9% | $4,212+84.1% |
| Admin fee / account holder | $3,034 | $9,357-67.6% | $14,255-78.7% | $7,344-58.7% |