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 | $92,262 | $100,852-8.5% | $90,404+2.1% | $158,922-41.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.57% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $3,975 | $3,689+7.8% | $3,262+21.9% | $4,761-16.5% |
| Participant deferral / active EE | $7,236 | $4,348+66.4% | $3,963+82.6% | $5,982+21.0% |
| Admin fee / account holder | $27,779 | $6,501+327.3% | $5,611+395.1% | $11,246+147.0% |