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 7-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 | $29,843 | $53,777-44.5% | $134,143-77.8% | $79,858-62.6% |
| Participation rate | 87.1% | 58.8%+28.3pp | 72.2%+14.9pp | 69.6%+17.4pp |
| Annual return | 174.43% | 19.01%+155.4pp | 36.33%+138.1pp | 31.71%+142.7pp |
| Employer contribution / active EE | $2,842 | $1,321+115.1% | $3,704-23.3% | $2,471+15.0% |
| Participant deferral / active EE | $3,899 | $2,420+61.1% | $3,499+11.4% | $3,740+4.3% |
| Admin fee / account holder | $1,311 | $3,984-67.1% | $6,684-80.4% | $5,306-75.3% |