Filed January 29, 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 | $50,569 | $82,032-38.4% | $123,104-58.9% | $59,632-15.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 86.8%+3.2pp | 68.7%+21.3pp |
| Annual return | 2.31% | 5.12%-2.8pp | 13.22%-10.9pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $1,124 | $3,297-65.9% | $5,151-78.2% | $2,203-49.0% |
| Participant deferral / active EE | $2,588 | $4,667-44.5% | $6,230-58.4% | $3,192-18.9% |
| Admin fee / account holder | $3,375 | $5,881-42.6% | $9,015-62.6% | $4,297-21.5% |