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 | $104,494 | $81,248+28.6% | $155,509-32.8% | $80,856+29.2% |
| Participation rate | 75.6% | 66.2%+9.4pp | 78.2%-2.6pp | 67.6%+8.0pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,148 | $3,100+33.8% | $4,672-11.2% | $2,755+50.6% |
| Participant deferral / active EE | $4,259 | $3,452+23.4% | $5,626-24.3% | $4,296-0.9% |
| Admin fee / account holder | $24,027 | $7,997+200.4% | $15,912+51.0% | $6,918+247.3% |