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 | $152,613 | $86,286+76.9% | $111,297+37.1% | $85,850+77.8% |
| Participation rate | 79.7% | 73.3%+6.4pp | 77.3%+2.4pp | 69.3%+10.4pp |
| Annual return | 11.27% | 19.99%-8.7pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,946 | $2,043-4.8% | $2,731-28.7% | $2,565-24.1% |
| Participant deferral / active EE | $6,724 | $3,641+84.7% | $4,487+49.8% | $3,952+70.1% |
| Admin fee / account holder | $12,574 | $8,188+53.6% | $7,964+57.9% | $6,260+100.9% |