Filed April 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 | $191,428 | $76,401+150.6% | $106,387+79.9% | $64,186+198.2% |
| Participation rate | 95.3% | 73.5%+21.8pp | 77.5%+17.9pp | 69.6%+25.7pp |
| Annual return | -6.28% | -2.19%-4.1pp | 0.25%-6.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,427 | $2,680+102.5% | $3,520+54.2% | $2,381+127.9% |
| Participant deferral / active EE | $3,552 | $4,274-16.9% | $5,421-34.5% | $3,470+2.4% |
| Admin fee / account holder | $22,432 | $4,610+386.6% | $7,510+198.7% | $4,888+358.9% |