Filed April 21, 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 | $169,209 | $65,409+158.7% | $98,442+71.9% | $85,850+97.1% |
| Participation rate | 79.1% | 65.0%+14.1pp | 73.3%+5.7pp | 69.3%+9.8pp |
| Annual return | 13.39% | 21.76%-8.4pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,091 | $2,168+42.6% | $2,960+4.5% | $2,565+20.5% |
| Participant deferral / active EE | $7,423 | $3,166+134.4% | $4,276+73.6% | $3,952+87.8% |
| Admin fee / account holder | $5,373 | $4,593+17.0% | $5,949-9.7% | $6,260-14.2% |