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 | $159,732 | $25,014+538.6% | $69,647+129.3% | $80,856+97.6% |
| Participation rate | 91.5% | 64.2%+27.2pp | 66.5%+25.0pp | 67.6%+23.9pp |
| Annual return | 14.98% | 19.07%-4.1pp | 100.48%-85.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,763 | $993+178.2% | $1,712+61.3% | $2,755+0.3% |
| Participant deferral / active EE | $7,808 | $1,839+324.6% | $2,886+170.6% | $4,296+81.8% |
| Admin fee / account holder | $6,762 | $2,488+171.8% | $4,713+43.5% | $6,918-2.3% |