Filed May 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 | $54,981 | $96,484-43.0% | $156,263-64.8% | $74,304-26.0% |
| Participation rate | 73.0% | 67.7%+5.4pp | 78.9%-5.9pp | 60.3%+12.7pp |
| Annual return | 14.74% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,783 | $2,528-29.5% | $4,333-58.9% | $2,241-20.5% |
| Participant deferral / active EE | $3,702 | $4,286-13.6% | $6,158-39.9% | $3,767-1.7% |
| Admin fee / account holder | $6,835 | $3,728+83.4% | $14,255-52.1% | $2,969+130.2% |