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 | $156,903 | $72,404+116.7% | $110,238+42.3% | $64,186+144.5% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.1pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,966 | $2,282+161.5% | $3,826+55.9% | $2,381+150.6% |
| Participant deferral / active EE | $6,882 | $3,469+98.4% | $4,672+47.3% | $3,470+98.4% |
| Admin fee / account holder | $5,243 | $5,664-7.4% | $8,547-38.7% | $4,888+7.3% |