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 | $135,349 | $58,208+132.5% | $81,812+65.4% | $80,856+67.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.89% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,435 | $2,340+217.7% | $2,912+155.3% | $2,755+169.9% |
| Participant deferral / active EE | $13,935 | $3,281+324.7% | $4,319+222.7% | $4,296+224.4% |
| Admin fee / account holder | $22,276 | $4,981+347.2% | $7,386+201.6% | $6,918+222.0% |