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 | $103,137 | $49,177+109.7% | $79,464+29.8% | $64,186+60.7% |
| Participation rate | 85.1% | 65.0%+20.1pp | 73.3%+11.8pp | 69.6%+15.5pp |
| Annual return | -7.51% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,940 | $2,076+186.1% | $2,800+112.1% | $2,381+149.5% |
| Participant deferral / active EE | $10,381 | $2,821+267.9% | $3,704+180.3% | $3,470+199.2% |
| Admin fee / account holder | $9,774 | $3,839+154.6% | $5,113+91.2% | $4,888+100.0% |