Filed January 5, 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 | $95,943 | $98,240-2.3% | $82,313+16.6% | $147,584-35.0% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.1pp | 82.8%-12.0pp |
| Annual return | 13.06% | 30.85%-17.8pp | 25.88%-12.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $821 | $3,192-74.3% | $2,428-66.2% | $4,876-83.2% |
| Participant deferral / active EE | $1,952 | $4,383-55.5% | $3,706-47.3% | $5,439-64.1% |
| Admin fee / account holder | $9,755 | $8,563+13.9% | $5,608+74.0% | $10,885-10.4% |