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 | $154,572 | $72,404+113.5% | $110,238+40.2% | $64,186+140.8% |
| Participation rate | 71.0% | 73.3%-2.4pp | 79.8%-8.9pp | 69.6%+1.4pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,257 | $2,282-44.9% | $3,826-67.1% | $2,381-47.2% |
| Participant deferral / active EE | $3,049 | $3,469-12.1% | $4,672-34.7% | $3,470-12.1% |
| Admin fee / account holder | $7,997 | $5,664+41.2% | $8,547-6.4% | $4,888+63.6% |