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 | $21,373 | $68,547-68.8% | $120,354-82.2% | $80,856-73.6% |
| Participation rate | 96.2% | 61.6%+34.6pp | 71.9%+24.2pp | 67.6%+28.5pp |
| Annual return | 12.68% | 23.60%-10.9pp | 107.15%-94.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,456 | $2,051-29.0% | $3,463-57.9% | $2,755-47.1% |
| Participant deferral / active EE | $1,491 | $3,173-53.0% | $4,991-70.1% | $4,296-65.3% |
| Admin fee / account holder | $922 | $5,732-83.9% | $9,423-90.2% | $6,918-86.7% |