Filed March 28, 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 | $63,044 | $109,359-42.4% | $162,163-61.1% | $72,985-13.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.82% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,024 | $3,907-22.6% | $5,614-46.1% | $2,440+23.9% |
| Participant deferral / active EE | $4,179 | $5,481-23.8% | $7,298-42.7% | $3,607+15.9% |
| Admin fee / account holder | $10,235 | $7,972+28.4% | $10,843-5.6% | $5,124+99.7% |