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 | $58,109 | $91,190-36.3% | $178,490-67.4% | $79,858-27.2% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.6pp | 69.6%+10.6pp |
| Annual return | 20.20% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,066 | $3,256-67.2% | $5,011-78.7% | $2,471-56.8% |
| Participant deferral / active EE | $3,620 | $3,236+11.9% | $5,202-30.4% | $3,740-3.2% |
| Admin fee / account holder | $2,993 | $6,751-55.7% | $13,984-78.6% | $5,306-43.6% |