Filed February 19, 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 | $74,269 | $111,535-33.4% | $105,223-29.4% | $137,256-45.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.20% | 237.85%-224.7pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,747 | $3,939-55.7% | $3,689-52.6% | $4,156-58.0% |
| Participant deferral / active EE | $4,478 | $5,500-18.6% | $5,072-11.7% | $6,407-30.1% |
| Admin fee / account holder | $1,087 | $9,721-88.8% | $8,859-87.7% | $12,270-91.1% |