Filed March 6, 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 | $113,221 | $76,000+49.0% | $154,107-26.5% | $64,186+76.4% |
| Participation rate | 87.0% | 70.4%+16.5pp | 83.0%+3.9pp | 69.6%+17.4pp |
| Annual return | -5.73% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,292 | $3,351-31.6% | $5,298-56.7% | $2,381-3.7% |
| Participant deferral / active EE | $2,737 | $3,175-13.8% | $5,081-46.1% | $3,470-21.1% |
| Admin fee / account holder | $2,354 | $5,596-57.9% | $13,411-82.4% | $4,888-51.8% |