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 | $42,577 | $62,586-32.0% | $76,768-44.5% | $64,186-33.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -3.27% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $649 | $1,832-64.6% | $2,485-73.9% | $2,381-72.7% |
| Participant deferral / active EE | $1,433 | $3,145-54.4% | $3,852-62.8% | $3,470-58.7% |
| Admin fee / account holder | $30,134 | $4,667+545.7% | $6,675+351.5% | $4,888+516.5% |