Filed June 8, 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 | $51,875 | $82,032-36.8% | $123,104-57.9% | $59,632-13.0% |
| Participation rate | 87.1% | 83.2%+3.9pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | 2.66% | 5.12%-2.5pp | 13.22%-10.6pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,821 | $3,297-44.7% | $5,151-64.6% | $2,203-17.3% |
| Participant deferral / active EE | $2,605 | $4,667-44.2% | $6,230-58.2% | $3,192-18.4% |
| Admin fee / account holder | $7,649 | $5,881+30.1% | $9,015-15.1% | $4,297+78.0% |