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 | $46,561 | $72,492-35.8% | $87,100-46.5% | $72,985-36.2% |
| Participation rate | 72.4% | 72.8%-0.4pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 16.43% | 24.46%-8.0pp | 28.19%-11.8pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,030 | $1,894-45.6% | $2,521-59.2% | $2,440-57.8% |
| Participant deferral / active EE | $2,344 | $3,270-28.3% | $4,049-42.1% | $3,607-35.0% |
| Admin fee / account holder | $6,684 | $5,055+32.2% | $7,497-10.8% | $5,124+30.4% |