Filed April 26, 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 | $38,457 | $84,233-54.3% | $170,442-77.4% | $70,131-45.2% |
| Participation rate | 88.1% | 70.8%+17.2pp | 83.6%+4.5pp | 69.5%+18.5pp |
| Annual return | 25.77% | 23.06%+2.7pp | 205.93%-180.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $1,085 | $3,387-68.0% | $5,433-80.0% | $2,342-53.7% |
| Participant deferral / active EE | $3,092 | $3,086+0.2% | $4,939-37.4% | $3,332-7.2% |
| Admin fee / account holder | $472 | $5,698-91.7% | $13,880-96.6% | $4,645-89.8% |