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 | $28,550 | $25,979+9.9% | $71,735-60.2% | $68,494-58.3% |
| Participation rate | 97.3% | 54.5%+42.8pp | 62.3%+35.0pp | 67.9%+29.4pp |
| Annual return | -16.63% | -15.10%-1.5pp | 9.14%-25.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $828 | $900-8.1% | $1,704-51.4% | $2,596-68.1% |
| Participant deferral / active EE | $2,387 | $1,522+56.8% | $2,658-10.2% | $4,027-40.7% |
| Admin fee / account holder | $3,259 | $2,022+61.2% | $3,974-18.0% | $5,403-39.7% |