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 | $106,729 | $50,972+109.4% | $88,538+20.5% | $72,985+46.2% |
| Participation rate | 94.0% | 63.4%+30.6pp | 68.7%+25.3pp | 69.5%+24.5pp |
| Annual return | 21.72% | 29.62%-7.9pp | 43.64%-21.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,075 | $1,475+40.7% | $2,098-1.1% | $2,440-15.0% |
| Participant deferral / active EE | $4,911 | $2,230+120.2% | $2,914+68.5% | $3,607+36.1% |
| Admin fee / account holder | $1,080 | $3,230-66.6% | $4,310-74.9% | $5,124-78.9% |