Filed April 15, 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 | $74,591 | $95,803-22.1% | $113,168-34.1% | $84,808-12.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.32% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,662 | $2,360+55.2% | $2,975+23.1% | $2,631+39.2% |
| Participant deferral / active EE | $5,650 | $4,242+33.2% | $5,107+10.6% | $4,212+34.1% |
| Admin fee / account holder | $6,164 | $8,989-31.4% | $12,068-48.9% | $7,344-16.1% |