Filed March 1, 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 9-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 | $48,967 | $56,897-13.9% | $84,750-42.2% | $62,891-22.1% |
| Participation rate | 74.7% | 68.5%+6.2pp | 76.6%-1.9pp | 69.3%+5.4pp |
| Annual return | 9.00% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,376 | $2,400-42.7% | $3,574-61.5% | $2,281-39.7% |
| Participant deferral / active EE | $2,765 | $2,709+2.0% | $3,712-25.5% | $3,203-13.7% |
| Admin fee / account holder | $3,065 | $3,581-14.4% | $5,332-42.5% | $4,296-28.6% |