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 | $190,169 | $63,355+200.2% | $91,989+106.7% | $72,985+160.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 19.43% | 35.35%-15.9pp | 69.02%-49.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $10,914 | $2,116+415.9% | $3,452+216.2% | $2,440+347.3% |
| Participant deferral / active EE | $9,781 | $4,883+100.3% | $5,923+65.1% | $3,607+171.1% |
| Admin fee / account holder | $59,508 | $4,668+1174.8% | $7,743+668.6% | $5,124+1061.3% |