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 | $47,581 | $91,538-48.0% | $129,995-63.4% | $75,163-36.7% |
| Participation rate | 92.8% | 71.4%+21.3pp | 78.5%+14.3pp | 67.2%+25.6pp |
| Annual return | 16.13% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,826 | $2,845-35.8% | $4,320-57.7% | $2,670-31.6% |
| Participant deferral / active EE | $2,656 | $4,341-38.8% | $5,820-54.4% | $4,125-35.6% |
| Admin fee / account holder | $2,398 | $6,790-64.7% | $10,614-77.4% | $5,651-57.6% |