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 | $59,587 | $123,793-51.9% | $177,821-66.5% | $79,858-25.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.84% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,308 | $4,095-19.2% | $5,918-44.1% | $2,471+33.9% |
| Participant deferral / active EE | $4,849 | $5,956-18.6% | $7,714-37.1% | $3,740+29.7% |
| Admin fee / account holder | $13,428 | $7,243+85.4% | $12,427+8.1% | $5,306+153.1% |