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 | $145,032 | $25,979+458.3% | $71,735+102.2% | $68,494+111.7% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -18.56% | -15.10%-3.5pp | 9.14%-27.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,869 | $900+218.6% | $1,704+68.4% | $2,596+10.5% |
| Participant deferral / active EE | $7,290 | $1,522+378.9% | $2,658+174.3% | $4,027+81.0% |
| Admin fee / account holder | $7,306 | $2,022+261.4% | $3,974+83.9% | $5,403+35.2% |