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 | $54,134 | $24,730+118.9% | $66,042-18.0% | $84,808-36.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 15.58% | 79.55%-64.0pp | 52.11%-36.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,976 | $857+130.7% | $1,579+25.1% | $2,631-24.9% |
| Participant deferral / active EE | $3,714 | $1,737+113.8% | $2,835+31.0% | $4,212-11.8% |
| Admin fee / account holder | $2,489 | $3,014-17.4% | $5,747-56.7% | $7,344-66.1% |