Filed April 14, 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 | $126,798 | $39,122+224.1% | $57,179+121.8% | $62,891+101.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.23% | 9.23%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,977 | $1,874+5.5% | $2,682-26.3% | $2,281-13.3% |
| Participant deferral / active EE | $1,323 | $2,374-44.3% | $3,096-57.3% | $3,203-58.7% |
| Admin fee / account holder | $12,335 | $2,592+375.9% | $3,139+293.0% | $4,296+187.2% |