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 | $155,506 | $54,705+184.3% | $71,209+118.4% | $84,808+83.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 15.20% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,249 | $2,158+235.9% | $2,721+166.4% | $2,631+175.5% |
| Participant deferral / active EE | $13,131 | $3,030+333.3% | $4,175+214.5% | $4,212+211.8% |
| Admin fee / account holder | $10,324 | $4,863+112.3% | $5,349+93.0% | $7,344+40.6% |