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 | $192,470 | $65,041+195.9% | $90,951+111.6% | $79,858+141.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.63% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $10,280 | $1,247+724.3% | $2,122+384.5% | $2,471+316.1% |
| Participant deferral / active EE | $2,522 | $2,512+0.4% | $3,373-25.2% | $3,740-32.6% |
| Admin fee / account holder | $1,810 | $4,536-60.1% | $5,959-69.6% | $5,306-65.9% |