Filed April 6, 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 | $149,966 | $146,267+2.5% | $197,124-23.9% | $82,448+81.9% |
| Participation rate | 85.4% | 84.0%+1.4pp | 86.7%-1.3pp | 68.1%+17.3pp |
| Annual return | 13.31% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,000 | $4,723+5.9% | $6,227-19.7% | $2,551+96.0% |
| Participant deferral / active EE | $4,212 | $7,035-40.1% | $9,135-53.9% | $4,139+1.8% |
| Admin fee / account holder | $1,336 | $14,422-90.7% | $16,298-91.8% | $7,234-81.5% |