Filed January 26, 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 | $93,545 | $105,998-11.7% | $92,233+1.4% | $147,584-36.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.91% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,884 | $4,333-56.5% | $3,679-48.8% | $4,876-61.4% |
| Participant deferral / active EE | $7,682 | $4,478+71.6% | $3,897+97.1% | $5,439+41.3% |
| Admin fee / account holder | $3,373 | $6,332-46.7% | $5,194-35.0% | $10,885-69.0% |