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 | $115,075 | $54,762+110.1% | $90,281+27.5% | $72,985+57.7% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 26.85% | 30.63%-3.8pp | 78.10%-51.2pp | 81.00%-54.1pp |
| Employer contribution / active EE | $7,257 | $2,092+246.8% | $2,854+154.2% | $2,440+197.4% |
| Participant deferral / active EE | $10,682 | $2,887+270.0% | $3,885+174.9% | $3,607+196.1% |
| Admin fee / account holder | $6,409 | $3,972+61.3% | $5,351+19.8% | $5,124+25.1% |