Filed May 5, 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 | $19,681 | $61,605-68.1% | $112,229-82.5% | $75,163-73.8% |
| Participation rate | 85.2% | 61.7%+23.5pp | 72.4%+12.8pp | 67.2%+18.0pp |
| Annual return | 16.89% | 28.47%-11.6pp | 30.20%-13.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,241 | $2,015-38.4% | $3,430-63.8% | $2,670-53.5% |
| Participant deferral / active EE | $1,596 | $3,108-48.7% | $4,798-66.7% | $4,125-61.3% |
| Admin fee / account holder | $6,223 | $4,862+28.0% | $7,748-19.7% | $5,651+10.1% |