Filed March 12, 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 5-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 | $65,340 | $165,984-60.6% | $164,813-60.4% | $145,922-55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.61% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,144 | $5,273-2.4% | $4,341+18.5% | $4,660+10.4% |
| Participant deferral / active EE | $11,890 | $6,959+70.9% | $6,031+97.1% | $6,688+77.8% |
| Admin fee / account holder | $5,327 | $16,648-68.0% | $12,690-58.0% | $13,397-60.2% |