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 | $60,797 | $57,016+6.6% | $84,966-28.4% | $80,856-24.8% |
| Participation rate | 92.3% | 56.3%+36.0pp | 67.5%+24.8pp | 67.6%+24.7pp |
| Annual return | 12.08% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,063 | $1,798+70.4% | $2,727+12.3% | $2,755+11.2% |
| Participant deferral / active EE | $6,500 | $3,110+109.0% | $4,519+43.8% | $4,296+51.3% |
| Admin fee / account holder | $11,445 | $4,980+129.8% | $6,149+86.1% | $6,918+65.4% |