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 | $58,841 | $87,841-33.0% | $133,980-56.1% | $62,891-6.4% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.5pp | 69.3%+27.2pp |
| Annual return | 13.04% | 12.05%+1.0pp | 29.30%-16.3pp | 20.14%-7.1pp |
| Employer contribution / active EE | $1,841 | $3,483-47.1% | $5,211-64.7% | $2,281-19.3% |
| Participant deferral / active EE | $2,974 | $4,812-38.2% | $6,282-52.7% | $3,203-7.1% |
| Admin fee / account holder | $5,026 | $5,371-6.4% | $9,324-46.1% | $4,296+17.0% |