Filed February 3, 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 | $90,162 | $100,041-9.9% | $149,718-39.8% | $70,131+28.6% |
| Participation rate | 74.7% | 83.6%-8.9pp | 87.1%-12.4pp | 69.5%+5.1pp |
| Annual return | 15.04% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,761 | $3,662-51.9% | $5,445-67.7% | $2,342-24.8% |
| Participant deferral / active EE | $2,407 | $4,983-51.7% | $6,569-63.4% | $3,332-27.7% |
| Admin fee / account holder | $1,668 | $8,286-79.9% | $11,283-85.2% | $4,645-64.1% |