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 | $52,260 | $77,899-32.9% | $149,673-65.1% | $75,163-30.5% |
| Participation rate | 96.7% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 21.26% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,919 | $3,137-38.8% | $4,818-60.2% | $2,670-28.1% |
| Participant deferral / active EE | $4,673 | $3,411+37.0% | $5,680-17.7% | $4,125+13.3% |
| Admin fee / account holder | $2,764 | $5,956-53.6% | $13,210-79.1% | $5,651-51.1% |