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 | $59,360 | $49,922+18.9% | $80,569-26.3% | $75,163-21.0% |
| Participation rate | 92.3% | 55.3%+37.0pp | 67.0%+25.3pp | 67.2%+25.1pp |
| Annual return | 17.44% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,109 | $1,698+83.1% | $2,723+14.1% | $2,670+16.4% |
| Participant deferral / active EE | $6,637 | $2,990+122.0% | $4,447+49.2% | $4,125+60.9% |
| Admin fee / account holder | $9,945 | $3,577+178.0% | $5,377+85.0% | $5,651+76.0% |