Filed January 5, 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 | $85,499 | $102,966-17.0% | $90,281-5.3% | $152,861-44.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 21.85% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,096 | $3,139+94.2% | $2,854+113.6% | $4,762+28.0% |
| Participant deferral / active EE | $4,744 | $4,281+10.8% | $3,885+22.1% | $5,850-18.9% |
| Admin fee / account holder | $1,420 | $6,171-77.0% | $5,351-73.5% | $11,596-87.8% |