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 | $142,450 | $65,409+117.8% | $98,442+44.7% | $85,850+65.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 17.94% | 21.76%-3.8pp | 1492.73%-1474.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $7,155 | $2,168+230.1% | $2,960+141.7% | $2,565+178.9% |
| Participant deferral / active EE | $11,591 | $3,166+266.1% | $4,276+171.1% | $3,952+193.3% |
| Admin fee / account holder | $18,303 | $4,593+298.5% | $5,949+207.7% | $6,260+192.4% |