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 | $198,108 | $59,107+235.2% | $86,436+129.2% | $68,494+189.2% |
| Participation rate | 98.2% | 75.2%+23.0pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $13,371 | $2,519+430.8% | $3,769+254.8% | $2,596+415.0% |
| Participant deferral / active EE | $13,240 | $5,901+124.4% | $6,952+90.5% | $4,027+228.8% |
| Admin fee / account holder | $19,915 | $5,637+253.3% | $6,731+195.9% | $5,403+268.6% |