Filed April 19, 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 | $35,468 | $47,944-26.0% | $67,834-47.7% | $62,891-43.6% |
| Participation rate | 98.8% | 61.1%+37.7pp | 68.8%+30.0pp | 69.3%+29.4pp |
| Annual return | 13.99% | 11.77%+2.2pp | 138.47%-124.5pp | 20.14%-6.2pp |
| Employer contribution / active EE | $2,397 | $1,562+53.4% | $2,403-0.3% | $2,281+5.1% |
| Participant deferral / active EE | $4,662 | $2,247+107.5% | $3,160+47.5% | $3,203+45.6% |
| Admin fee / account holder | $2,552 | $3,712-31.3% | $4,622-44.8% | $4,296-40.6% |