Filed April 6, 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 | $130,170 | $100,041+30.1% | $149,718-13.1% | $70,131+85.6% |
| Participation rate | 82.2% | 83.6%-1.4pp | 87.1%-4.8pp | 69.5%+12.7pp |
| Annual return | 16.43% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,422 | $4,983-31.3% | $6,569-47.9% | $3,332+2.7% |
| Admin fee / account holder | $17,989 | $8,286+117.1% | $11,283+59.4% | $4,645+287.2% |