Filed February 25, 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 | $102,020 | $49,791+104.9% | $78,210+30.4% | $70,131+45.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.73% | 20.75%-7.0pp | 40.90%-27.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,115 | $1,430+47.9% | $2,034+4.0% | $2,342-9.7% |
| Participant deferral / active EE | $4,796 | $2,150+123.1% | $2,823+69.9% | $3,332+44.0% |
| Admin fee / account holder | $13,528 | $3,181+325.3% | $3,758+259.9% | $4,645+191.2% |