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 | $26,072 | $48,300-46.0% | $40,145,923-99.9% | $62,891-58.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 5.48% | 6.95%-1.5pp | 5.24%+0.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $672 | $1,333-49.6% | $1,844-63.5% | $2,281-70.5% |
| Participant deferral / active EE | $1,738 | $2,388-27.2% | $2,591-32.9% | $3,203-45.7% |
| Admin fee / account holder | $622 | $2,919-78.7% | $2,903-78.6% | $4,296-85.5% |