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 | $115,946 | $69,977+65.7% | $108,579+6.8% | $62,891+84.4% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.7pp | 69.3%+25.0pp |
| Annual return | 10.53% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,712 | $2,135+27.0% | $3,758-27.8% | $2,281+18.9% |
| Participant deferral / active EE | $6,902 | $3,165+118.1% | $4,311+60.1% | $3,203+115.5% |
| Admin fee / account holder | $3,914 | $5,076-22.9% | $7,645-48.8% | $4,296-8.9% |