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 | $24,431 | $78,926-69.0% | $136,749-82.1% | $84,808-71.2% |
| Participation rate | 96.2% | 62.2%+34.0pp | 72.1%+24.1pp | 68.3%+27.9pp |
| Annual return | 16.52% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,460 | $2,134-31.6% | $3,400-57.1% | $2,631-44.5% |
| Participant deferral / active EE | $1,745 | $3,168-44.9% | $4,692-62.8% | $4,212-58.6% |
| Admin fee / account holder | $2,370 | $6,369-62.8% | $11,386-79.2% | $7,344-67.7% |