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 | $131,933 | $86,929+51.8% | $102,423+28.8% | $80,856+63.2% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 12.81% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,922 | $2,369-18.9% | $3,023-36.4% | $2,755-30.2% |
| Participant deferral / active EE | $6,198 | $4,118+50.5% | $5,053+22.7% | $4,296+44.3% |
| Admin fee / account holder | $25,754 | $8,049+220.0% | $9,451+172.5% | $6,918+272.3% |