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 | $45,116 | $52,580-14.2% | $71,671-37.1% | $70,131-35.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 19.24% | 20.25%-1.0pp | 20.65%-1.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,659 | $1,616+64.6% | $2,460+8.1% | $2,342+13.5% |
| Participant deferral / active EE | $5,061 | $2,386+112.1% | $3,438+47.2% | $3,332+51.9% |
| Admin fee / account holder | $1,154 | $3,653-68.4% | $5,558-79.2% | $4,645-75.2% |