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 | $84,211 | $94,529-10.9% | $140,016-39.9% | $64,186+31.2% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | -0.41% | 7.77%-8.2pp | 651.12%-651.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,187 | $3,812-68.9% | $5,606-78.8% | $2,381-50.2% |
| Participant deferral / active EE | $3,035 | $5,250-42.2% | $6,927-56.2% | $3,470-12.5% |
| Admin fee / account holder | $9,475 | $6,741+40.6% | $10,705-11.5% | $4,888+93.8% |