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 | $131,758 | $72,492+81.8% | $87,100+51.3% | $72,985+80.5% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 25.43% | 24.46%+1.0pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,011 | $1,894+6.2% | $2,521-20.2% | $2,440-17.6% |
| Participant deferral / active EE | $5,932 | $3,270+81.4% | $4,049+46.5% | $3,607+64.4% |
| Admin fee / account holder | $3,512 | $5,055-30.5% | $7,497-53.2% | $5,124-31.5% |