Filed January 20, 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 | $115,346 | $106,515+8.3% | $96,683+19.3% | $139,434-17.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 24.13% | 38.43%-14.3pp | 35.69%-11.6pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,174 | $4,103+1.7% | $3,737+11.7% | $4,751-12.1% |
| Participant deferral / active EE | $7,455 | $5,454+36.7% | $4,878+52.8% | $6,710+11.1% |
| Admin fee / account holder | $1,616 | $7,877-79.5% | $6,730-76.0% | $11,403-85.8% |