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 | $56,097 | $87,841-36.1% | $133,980-58.1% | $62,891-10.8% |
| Participation rate | 92.9% | 83.4%+9.5pp | 87.1%+5.8pp | 69.3%+23.6pp |
| Annual return | 6.02% | 12.05%-6.0pp | 29.30%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,126 | $3,483-67.7% | $5,211-78.4% | $2,281-50.6% |
| Participant deferral / active EE | $2,699 | $4,812-43.9% | $6,282-57.0% | $3,203-15.7% |
| Admin fee / account holder | $2,632 | $5,371-51.0% | $9,324-71.8% | $4,296-38.7% |