Filed February 20, 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 | $144,467 | $95,862+50.7% | $79,550+81.6% | $134,475+7.4% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -19.31% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $689 | $3,128-78.0% | $2,413-71.5% | $4,740-85.5% |
| Participant deferral / active EE | $3,507 | $4,693-25.3% | $3,985-12.0% | $6,400-45.2% |
| Admin fee / account holder | $7,311 | $9,126-19.9% | $6,832+7.0% | $11,426-36.0% |