Filed April 25, 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 | $150,242 | $65,703+128.7% | $94,224+59.5% | $59,632+151.9% |
| Participation rate | 97.1% | 72.1%+24.9pp | 78.8%+18.3pp | 68.7%+28.4pp |
| Annual return | 1.68% | 5.22%-3.5pp | 10.68%-9.0pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $11,551 | $2,021+471.7% | $3,587+222.1% | $2,203+424.4% |
| Participant deferral / active EE | $6,236 | $3,143+98.4% | $4,320+44.3% | $3,192+95.4% |
| Admin fee / account holder | $8,977 | $4,264+110.5% | $6,269+43.2% | $4,297+108.9% |