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 | $80,156 | $44,103+81.7% | $75,826+5.7% | $64,186+24.9% |
| Participation rate | 97.8% | 62.7%+35.1pp | 68.2%+29.6pp | 69.6%+28.3pp |
| Annual return | -5.36% | -4.72%-0.6pp | 1914.15%-1919.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,031 | $1,446+40.5% | $1,913+6.2% | $2,381-14.7% |
| Participant deferral / active EE | $4,675 | $2,204+112.1% | $2,862+63.3% | $3,470+34.7% |
| Admin fee / account holder | $13,547 | $3,506+286.3% | $4,726+186.6% | $4,888+177.1% |