Filed January 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 | $79,286 | $88,707-10.6% | $74,183+6.9% | $273,961-71.1% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.74% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,007 | $3,159-68.1% | $2,370-57.5% | $4,869-79.3% |
| Participant deferral / active EE | $2,384 | $4,212-43.4% | $3,550-32.8% | $5,287-54.9% |
| Admin fee / account holder | $16,918 | $8,717+94.1% | $5,586+202.9% | $10,132+67.0% |