Filed May 5, 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 | $48,389 | $83,477-42.0% | $125,175-61.3% | $72,985-33.7% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.7pp | 69.5%+23.0pp |
| Annual return | 16.87% | 25.78%-8.9pp | 43.79%-26.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,281 | $2,345-45.4% | $3,865-66.9% | $2,440-47.5% |
| Participant deferral / active EE | $1,868 | $3,585-47.9% | $4,937-62.2% | $3,607-48.2% |
| Admin fee / account holder | $3,732 | $5,517-32.4% | $9,702-61.5% | $5,124-27.2% |