Filed February 1, 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 | $91,698 | $73,638+24.5% | $95,952-4.4% | $73,488+24.8% |
| Participation rate | 72.3% | 76.2%-3.9pp | 77.1%-4.8pp | 70.7%+1.6pp |
| Annual return | 26.14% | 16.78%+9.4pp | 91.61%-65.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $1,931 | $1,863+3.7% | $2,541-24.0% | $2,270-14.9% |
| Participant deferral / active EE | $5,379 | $3,617+48.7% | $4,167+29.1% | $3,740+43.8% |
| Admin fee / account holder | $685 | $482+42.2% | $6,795-89.9% | $513+33.6% |