Filed February 19, 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 | $93,657 | $48,076+94.8% | $78,689+19.0% | $62,891+48.9% |
| Participation rate | 80.4% | 65.2%+15.2pp | 73.6%+6.9pp | 69.3%+11.1pp |
| Annual return | 8.55% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,371 | $2,015+166.6% | $2,851+88.4% | $2,281+135.5% |
| Participant deferral / active EE | $9,974 | $2,588+285.4% | $3,517+183.6% | $3,203+211.4% |
| Admin fee / account holder | $2,534 | $3,207-21.0% | $4,510-43.8% | $4,296-41.0% |