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 | $31,680 | $50,082-36.7% | $93,406-66.1% | $79,858-60.3% |
| Participation rate | 97.7% | 60.9%+36.8pp | 66.8%+30.9pp | 69.6%+28.1pp |
| Annual return | 12.40% | 24.59%-12.2pp | 78.05%-65.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $696 | $1,303-46.6% | $2,075-66.5% | $2,471-71.8% |
| Participant deferral / active EE | $1,719 | $2,212-22.3% | $3,126-45.0% | $3,740-54.0% |
| Admin fee / account holder | $3,613 | $3,454+4.6% | $5,230-30.9% | $5,306-31.9% |