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 | $109,151 | $85,202+28.1% | $172,739-36.8% | $72,985+49.6% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 18.32% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,919 | $3,324-12.2% | $5,143-43.2% | $2,440+19.6% |
| Participant deferral / active EE | $3,299 | $3,260+1.2% | $5,198-36.5% | $3,607-8.6% |
| Admin fee / account holder | $11,148 | $5,884+89.5% | $13,954-20.1% | $5,124+117.5% |