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 | $224,131 | $54,705+309.7% | $71,209+214.8% | $84,808+164.3% |
| Participation rate | 84.0% | 64.1%+20.0pp | 73.8%+10.3pp | 68.3%+15.7pp |
| Annual return | 18.10% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,589 | $2,158+66.3% | $2,721+31.9% | $2,631+36.4% |
| Participant deferral / active EE | $9,607 | $3,030+217.0% | $4,175+130.1% | $4,212+128.1% |
| Admin fee / account holder | $8,569 | $4,863+76.2% | $5,349+60.2% | $7,344+16.7% |