Filed February 4, 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 | $32,520 | $48,076-32.4% | $78,689-58.7% | $62,891-48.3% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.6%+0.1pp | 69.3%+4.4pp |
| Annual return | 7.53% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $616 | $2,015-69.4% | $2,851-78.4% | $2,281-73.0% |
| Participant deferral / active EE | $1,580 | $2,588-38.9% | $3,517-55.1% | $3,203-50.7% |
| Admin fee / account holder | $4,923 | $3,207+53.5% | $4,510+9.1% | $4,296+14.6% |