Filed March 14, 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 | $40,652 | $58,828-30.9% | $77,999-47.9% | $62,891-35.4% |
| Participation rate | 81.0% | 71.1%+9.9pp | 75.5%+5.4pp | 69.3%+11.6pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $422 | $1,672-74.8% | $2,470-82.9% | $2,281-81.5% |
| Participant deferral / active EE | $2,027 | $2,686-24.5% | $3,497-42.0% | $3,203-36.7% |
| Admin fee / account holder | $762 | $4,393-82.6% | $5,480-86.1% | $4,296-82.2% |