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 | $128,974 | $57,281+125.2% | $86,612+48.9% | $75,163+71.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.40% | 2670.75%-2654.3pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $8,114 | $2,314+250.6% | $3,022+168.4% | $2,670+203.9% |
| Participant deferral / active EE | $12,907 | $3,318+289.0% | $4,438+190.8% | $4,125+212.9% |
| Admin fee / account holder | $13,065 | $4,112+217.7% | $5,614+132.7% | $5,651+131.2% |