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 | $136,281 | $60,124+126.7% | $90,404+50.7% | $79,858+70.7% |
| Participation rate | 95.9% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.3pp |
| Annual return | 16.57% | 71.94%-55.4pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $7,514 | $2,068+263.4% | $3,262+130.3% | $2,471+204.1% |
| Participant deferral / active EE | $12,081 | $2,938+311.2% | $3,963+204.8% | $3,740+223.0% |
| Admin fee / account holder | $14,032 | $3,976+252.9% | $5,611+150.1% | $5,306+164.4% |