Filed June 24, 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 | $46,518 | $49,025-5.1% | $87,507-46.8% | $62,891-26.0% |
| Participation rate | 82.4% | 64.9%+17.5pp | 73.8%+8.5pp | 69.3%+13.0pp |
| Annual return | 6.91% | 10.02%-3.1pp | 12.21%-5.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $538 | $1,372-60.8% | $2,550-78.9% | $2,281-76.4% |
| Participant deferral / active EE | $2,380 | $2,289+3.9% | $3,149-24.4% | $3,203-25.7% |
| Admin fee / account holder | $9,889 | $4,065+143.3% | $4,221+134.3% | $4,296+130.2% |