Filed February 11, 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 | $179,653 | $127,100+41.3% | $105,738+69.9% | $135,375+32.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -6.16% | 4.49%-10.7pp | 6.27%-12.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,160 | $4,107+123.1% | $3,268+180.3% | $4,779+91.7% |
| Participant deferral / active EE | $8,523 | $5,064+68.3% | $4,080+108.9% | $5,609+52.0% |
| Admin fee / account holder | $59,551 | $9,087+555.3% | $6,913+761.5% | $10,827+450.0% |