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 | $41,966 | $81,900-48.8% | $119,609-64.9% | $68,494-38.7% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.8pp | 67.9%+29.1pp |
| Annual return | -15.47% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,710 | $2,693-36.5% | $4,232-59.6% | $2,596-34.1% |
| Participant deferral / active EE | $2,572 | $4,148-38.0% | $5,602-54.1% | $4,027-36.1% |
| Admin fee / account holder | $5,904 | $6,582-10.3% | $10,323-42.8% | $5,403+9.3% |