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 | $75,077 | $41,377+81.4% | $109,313-31.3% | $62,891+19.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.35% | 11.05%-3.7pp | 22.07%-14.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,978 | $1,276+211.7% | $3,892+2.2% | $2,281+74.4% |
| Participant deferral / active EE | $2,926 | $2,045+43.1% | $3,166-7.6% | $3,203-8.7% |
| Admin fee / account holder | $764 | $2,884-73.5% | $5,666-86.5% | $4,296-82.2% |