Filed March 2, 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 | $55,640 | $105,998-47.5% | $92,233-39.7% | $147,584-62.3% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 11.28% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,387 | $4,333-44.9% | $3,679-35.1% | $4,876-51.1% |
| Participant deferral / active EE | $4,400 | $4,478-1.7% | $3,897+12.9% | $5,439-19.1% |
| Admin fee / account holder | $336 | $6,332-94.7% | $5,194-93.5% | $10,885-96.9% |