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 | $147,247 | $22,587+551.9% | $65,255+125.6% | $75,163+95.9% |
| Participation rate | 93.0% | 63.1%+29.9pp | 65.0%+28.1pp | 67.2%+25.8pp |
| Annual return | 18.89% | 71.03%-52.1pp | 47.35%-28.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,830 | $941+200.9% | $1,691+67.3% | $2,670+6.0% |
| Participant deferral / active EE | $7,738 | $1,695+356.5% | $2,831+173.3% | $4,125+87.6% |
| Admin fee / account holder | $5,162 | $1,876+175.2% | $4,112+25.5% | $5,651-8.6% |