Filed May 10, 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 | $66,556 | $99,341-33.0% | $84,750-21.5% | $273,961-75.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.64% | 22.93%-14.3pp | 22.78%-14.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,188 | $4,214-48.1% | $3,574-38.8% | $4,869-55.1% |
| Participant deferral / active EE | $5,138 | $4,269+20.3% | $3,712+38.4% | $5,287-2.8% |
| Admin fee / account holder | $2,547 | $6,644-61.7% | $5,332-52.2% | $10,132-74.9% |