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 | $26,435 | $50,972-48.1% | $88,538-70.1% | $72,985-63.8% |
| Participation rate | 98.0% | 63.4%+34.6pp | 68.7%+29.3pp | 69.5%+28.6pp |
| Annual return | 18.86% | 29.62%-10.8pp | 43.64%-24.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $822 | $1,475-44.2% | $2,098-60.8% | $2,440-66.3% |
| Participant deferral / active EE | $1,940 | $2,230-13.0% | $2,914-33.4% | $3,607-46.2% |
| Admin fee / account holder | $399 | $3,230-87.7% | $4,310-90.8% | $5,124-92.2% |