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 | $168,478 | $57,281+194.1% | $86,612+94.5% | $75,163+124.1% |
| Participation rate | 85.5% | 63.2%+22.3pp | 71.7%+13.8pp | 67.2%+18.4pp |
| Annual return | 19.05% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,952 | $2,314+70.8% | $3,022+30.8% | $2,670+48.0% |
| Participant deferral / active EE | $9,276 | $3,318+179.6% | $4,438+109.0% | $4,125+124.9% |
| Admin fee / account holder | $1,996 | $4,112-51.4% | $5,614-64.4% | $5,651-64.7% |