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 | $174,253 | $83,427+108.9% | $115,756+50.5% | $68,494+154.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 77.1%+19.1pp | 67.9%+28.3pp |
| Annual return | -13.36% | -10.95%-2.4pp | 143.14%-156.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,958 | $3,075+28.7% | $3,793+4.4% | $2,596+52.5% |
| Participant deferral / active EE | $4,511 | $5,355-15.8% | $6,254-27.9% | $4,027+12.0% |
| Admin fee / account holder | $16,535 | $5,708+189.7% | $8,124+103.5% | $5,403+206.0% |