Filed March 6, 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 | $79,190 | $77,899+1.7% | $149,673-47.1% | $75,163+5.4% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 21.94% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,303 | $3,137-26.6% | $4,818-52.2% | $2,670-13.7% |
| Participant deferral / active EE | $5,281 | $3,411+54.8% | $5,680-7.0% | $4,125+28.0% |
| Admin fee / account holder | $1,342 | $5,956-77.5% | $13,210-89.8% | $5,651-76.3% |