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 | $85,390 | $110,094-22.4% | $151,611-43.7% | $68,494+24.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,837 | $4,471-14.2% | $6,166-37.8% | $2,596+47.8% |
| Participant deferral / active EE | $4,941 | $6,527-24.3% | $8,363-40.9% | $4,027+22.7% |
| Admin fee / account holder | $3,957 | $7,719-48.7% | $11,616-65.9% | $5,403-26.8% |