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 | $41,318 | $51,576-19.9% | $129,207-68.0% | $80,856-48.9% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.14% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,575 | $1,584+62.6% | $4,153-38.0% | $2,755-6.5% |
| Participant deferral / active EE | $5,191 | $2,669+94.5% | $4,168+24.5% | $4,296+20.8% |
| Admin fee / account holder | $5,578 | $4,305+29.6% | $7,715-27.7% | $6,918-19.4% |