Filed April 22, 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 | $79,163 | $109,359-27.6% | $162,163-51.2% | $72,985+8.5% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.6%+9.4pp | 69.5%+27.5pp |
| Annual return | 35.91% | 25.46%+10.5pp | 115.59%-79.7pp | 81.00%-45.1pp |
| Employer contribution / active EE | $4,288 | $3,907+9.7% | $5,614-23.6% | $2,440+75.7% |
| Participant deferral / active EE | $5,567 | $5,481+1.6% | $7,298-23.7% | $3,607+54.3% |
| Admin fee / account holder | $5,556 | $7,972-30.3% | $10,843-48.8% | $5,124+8.4% |