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 | $37,553 | $22,587+66.3% | $65,255-42.5% | $75,163-50.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 65.0%+32.3pp | 67.2%+30.0pp |
| Annual return | 17.74% | 71.03%-53.3pp | 47.35%-29.6pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,157 | $941+23.0% | $1,691-31.6% | $2,670-56.7% |
| Participant deferral / active EE | $3,341 | $1,695+97.1% | $2,831+18.0% | $4,125-19.0% |
| Admin fee / account holder | $954 | $1,876-49.2% | $4,112-76.8% | $5,651-83.1% |