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 | $129,581 | $71,883+80.3% | $86,677+49.5% | $68,494+89.2% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -16.31% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,232 | $2,173+2.7% | $2,836-21.3% | $2,596-14.0% |
| Participant deferral / active EE | $7,869 | $3,779+108.3% | $4,656+69.0% | $4,027+95.4% |
| Admin fee / account holder | $4,223 | $6,112-30.9% | $7,493-43.6% | $5,403-21.8% |