Filed January 7, 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 | $43,640 | $52,279-16.5% | $89,391-51.2% | $79,858-45.4% |
| Participation rate | 96.8% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | 17.73% | 22.16%-4.4pp | 245.62%-227.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,975 | $1,572+89.3% | $2,586+15.1% | $2,471+20.4% |
| Participant deferral / active EE | $4,849 | $2,740+76.9% | $3,890+24.7% | $3,740+29.6% |
| Admin fee / account holder | $1,950 | $3,356-41.9% | $4,881-60.0% | $5,306-63.2% |