Filed February 25, 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 | $82,517 | $93,571-11.8% | $135,903-39.3% | $75,163+9.8% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 17.35% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,281 | $3,537-63.8% | $4,856-73.6% | $2,670-52.0% |
| Participant deferral / active EE | $6,539 | $6,404+2.1% | $7,758-15.7% | $4,125+58.5% |
| Admin fee / account holder | $9,741 | $6,975+39.7% | $10,762-9.5% | $5,651+72.4% |