Filed February 28, 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 | $49,938 | $82,032-39.1% | $123,104-59.4% | $59,632-16.3% |
| Participation rate | 82.1% | 83.2%-1.1pp | 86.8%-4.6pp | 68.7%+13.5pp |
| Annual return | -1.87% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,133 | $3,297-65.6% | $5,151-78.0% | $2,203-48.6% |
| Participant deferral / active EE | $2,203 | $4,667-52.8% | $6,230-64.6% | $3,192-31.0% |
| Admin fee / account holder | $324 | $5,881-94.5% | $9,015-96.4% | $4,297-92.5% |