Filed March 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 | $62,816 | $68,719-8.6% | $91,541-31.4% | $84,808-25.9% |
| Participation rate | 92.2% | 64.5%+27.7pp | 69.8%+22.4pp | 68.3%+23.8pp |
| Annual return | 18.54% | 19.12%-0.6pp | 20.50%-2.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,009 | $1,920-47.4% | $2,505-59.7% | $2,631-61.6% |
| Participant deferral / active EE | $2,492 | $3,136-20.5% | $4,008-37.8% | $4,212-40.8% |
| Admin fee / account holder | $687 | $5,786-88.1% | $6,956-90.1% | $7,344-90.6% |