Filed March 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 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 | $61,465 | $63,346-3.0% | $92,233-33.4% | $70,131-12.4% |
| Participation rate | 74.7% | 68.7%+6.1pp | 76.5%-1.8pp | 69.5%+5.2pp |
| Annual return | 16.41% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,312 | $2,471-46.9% | $3,679-64.4% | $2,342-44.0% |
| Participant deferral / active EE | $2,592 | $2,854-9.2% | $3,897-33.5% | $3,332-22.2% |
| Admin fee / account holder | $4,211 | $3,840+9.6% | $5,194-18.9% | $4,645-9.4% |