Filed January 30, 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 | $154,329 | $54,541+183.0% | $78,778+95.9% | $70,131+120.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.49% | 21.07%-8.6pp | 35.62%-23.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $340 | $1,089-68.8% | $1,986-82.9% | $2,342-85.5% |
| Participant deferral / active EE | $2,615 | $2,210+18.3% | $2,958-11.6% | $3,332-21.5% |
| Admin fee / account holder | $779 | $3,709-79.0% | $5,134-84.8% | $4,645-83.2% |