Filed April 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 9-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 | $145,402 | $55,415+162.4% | $155,509-6.5% | $74,495+95.2% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $7,595 | $2,267+235.0% | $4,672+62.5% | $2,623+189.5% |
| Participant deferral / active EE | $4,935 | $2,836+74.0% | $5,626-12.3% | $4,346+13.6% |
| Admin fee / account holder | $13,290 | $1,738+664.6% | $15,912-16.5% | $1,942+584.5% |