Filed May 27, 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 | $39,759 | $46,869-15.2% | $122,332-67.5% | $70,131-43.3% |
| Participation rate | 96.4% | 58.2%+38.2pp | 71.6%+24.8pp | 69.5%+26.9pp |
| Annual return | 19.41% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,464 | $1,288+91.3% | $4,050-39.2% | $2,342+5.2% |
| Participant deferral / active EE | $4,517 | $2,166+108.5% | $3,287+37.4% | $3,332+35.6% |
| Admin fee / account holder | $4,115 | $3,322+23.8% | $5,478-24.9% | $4,645-11.4% |