Filed February 1, 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 | $23,625 | $62,672-62.3% | $185,117-87.2% | $70,131-66.3% |
| Participation rate | 98.0% | 63.8%+34.2pp | 77.3%+20.7pp | 69.5%+28.4pp |
| Annual return | 26.00% | 40.79%-14.8pp | 40.50%-14.5pp | 73.14%-47.1pp |
| Employer contribution / active EE | $3,882 | $1,753+121.4% | $4,182-7.2% | $2,342+65.7% |
| Participant deferral / active EE | $3,079 | $3,272-5.9% | $5,045-39.0% | $3,332-7.6% |
| Admin fee / account holder | $410 | $3,932-89.6% | $8,159-95.0% | $4,645-91.2% |