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 | $94,649 | $94,529+0.1% | $140,016-32.4% | $64,186+47.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 87.5%-9.7pp | 69.6%+8.2pp |
| Annual return | -7.23% | 7.77%-15.0pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,872 | $3,812-50.9% | $5,606-66.6% | $2,381-21.4% |
| Participant deferral / active EE | $2,617 | $5,250-50.2% | $6,927-62.2% | $3,470-24.6% |
| Admin fee / account holder | $2,611 | $6,741-61.3% | $10,705-75.6% | $4,888-46.6% |