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 | $65,194 | $88,751-26.5% | $81,812-20.3% | $145,922-55.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 20.59% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,837 | $3,083+24.4% | $2,912+31.7% | $4,660-17.7% |
| Participant deferral / active EE | $5,606 | $4,643+20.7% | $4,319+29.8% | $6,688-16.2% |
| Admin fee / account holder | $10,818 | $8,415+28.5% | $7,386+46.5% | $13,397-19.3% |