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 | $23,361 | $44,103-47.0% | $75,826-69.2% | $64,186-63.6% |
| Participation rate | 97.7% | 62.7%+35.0pp | 68.2%+29.5pp | 69.6%+28.2pp |
| Annual return | -3.40% | -4.72%+1.3pp | 1914.15%-1917.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $723 | $1,446-50.0% | $1,913-62.2% | $2,381-69.6% |
| Participant deferral / active EE | $1,819 | $2,204-17.5% | $2,862-36.4% | $3,470-47.6% |
| Admin fee / account holder | $7,352 | $3,506+109.7% | $4,726+55.6% | $4,888+50.4% |