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 | $115,322 | $65,703+75.5% | $94,224+22.4% | $59,632+93.4% |
| Participation rate | 78.8% | 72.1%+6.7pp | 78.8%0pp | 68.7%+10.1pp |
| Annual return | -0.96% | 5.22%-6.2pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,179 | $2,021-41.6% | $3,587-67.1% | $2,203-46.5% |
| Participant deferral / active EE | $3,186 | $3,143+1.4% | $4,320-26.3% | $3,192-0.2% |
| Admin fee / account holder | $1,392 | $4,264-67.4% | $6,269-77.8% | $4,297-67.6% |