Filed February 3, 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 | $47,589 | $107,452-55.7% | $91,541-48.0% | $142,382-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.64% | 22.06%-5.4pp | 20.50%-3.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,288 | $2,994+76.6% | $2,505+111.1% | $4,299+23.0% |
| Participant deferral / active EE | $4,066 | $4,754-14.5% | $4,008+1.4% | $6,507-37.5% |
| Admin fee / account holder | $29,338 | $8,834+232.1% | $6,956+321.7% | $12,624+132.4% |