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 | $52,035 | $96,635-46.2% | $86,612-39.9% | $139,434-62.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 11.89% | 106.41%-94.5pp | 591.07%-579.2pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,064 | $3,263-6.1% | $3,022+1.4% | $4,751-35.5% |
| Participant deferral / active EE | $4,581 | $4,836-5.3% | $4,438+3.2% | $6,710-31.7% |
| Admin fee / account holder | $20,248 | $6,408+216.0% | $5,614+260.7% | $11,403+77.6% |