Filed March 16, 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 | $95,257 | $56,199+69.5% | $67,652+40.8% | $59,632+59.7% |
| Participation rate | 84.0% | 71.5%+12.5pp | 75.7%+8.3pp | 68.7%+15.3pp |
| Annual return | -0.68% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,153 | $1,614+33.4% | $2,266-4.9% | $2,203-2.2% |
| Participant deferral / active EE | $4,282 | $2,844+50.6% | $3,560+20.3% | $3,192+34.2% |
| Admin fee / account holder | $4,503 | $3,958+13.8% | $4,821-6.6% | $4,297+4.8% |