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 | $49,287 | $25,014+97.0% | $69,647-29.2% | $80,856-39.0% |
| Participation rate | 97.1% | 64.2%+32.9pp | 66.5%+30.7pp | 67.6%+29.5pp |
| Annual return | 14.30% | 19.07%-4.8pp | 100.48%-86.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,923 | $993+93.7% | $1,712+12.3% | $2,755-30.2% |
| Participant deferral / active EE | $3,854 | $1,839+109.6% | $2,886+33.5% | $4,296-10.3% |
| Admin fee / account holder | $1,051 | $2,488-57.8% | $4,713-77.7% | $6,918-84.8% |