Filed February 15, 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 | $151,191 | $77,813+94.3% | $123,544+22.4% | $64,186+135.6% |
| Participation rate | 86.3% | 74.7%+11.6pp | 82.3%+4.0pp | 69.6%+16.7pp |
| Annual return | 1.09% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,911 | $5,240+51.0% | $6,426+23.1% | $3,470+128.0% |
| Admin fee / account holder | $22,601 | $5,519+309.5% | $9,284+143.4% | $4,888+362.4% |