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 | $191,937 | $70,475+172.3% | $100,516+91.0% | $79,858+140.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.42% | 21.90%-7.5pp | 30.89%-16.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $11,337 | $2,165+423.8% | $3,418+231.7% | $2,471+358.8% |
| Participant deferral / active EE | $10,392 | $5,181+100.6% | $6,270+65.7% | $3,740+177.8% |
| Admin fee / account holder | $11,347 | $4,478+153.4% | $8,081+40.4% | $5,306+113.8% |