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 | $52,347 | $99,985-47.6% | $146,665-64.3% | $85,850-39.0% |
| Participation rate | 86.7% | 73.1%+13.7pp | 80.1%+6.7pp | 69.3%+17.4pp |
| Annual return | 12.70% | 18.93%-6.2pp | 22.74%-10.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,391 | $2,559-45.6% | $4,136-66.4% | $2,565-45.8% |
| Participant deferral / active EE | $2,058 | $4,006-48.6% | $5,506-62.6% | $3,952-47.9% |
| Admin fee / account holder | $5,334 | $7,702-30.7% | $10,280-48.1% | $6,260-14.8% |