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 | $51,484 | $67,411-23.6% | $91,001-43.4% | $70,131-26.6% |
| Participation rate | 80.5% | 71.4%+9.1pp | 75.6%+4.9pp | 69.5%+10.9pp |
| Annual return | 15.11% | -40.16%+55.3pp | 4.60%+10.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $506 | $1,786-71.7% | $2,456-79.4% | $2,342-78.4% |
| Participant deferral / active EE | $2,558 | $2,823-9.4% | $3,547-27.9% | $3,332-23.2% |
| Admin fee / account holder | $638 | $4,236-84.9% | $5,417-88.2% | $4,645-86.3% |