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 | $44,167 | $49,280-10.4% | $67,313-34.4% | $64,186-31.2% |
| Participation rate | 98.8% | 60.8%+38.0pp | 69.1%+29.7pp | 69.6%+29.2pp |
| Annual return | -6.33% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,739 | $1,668+64.2% | $2,566+6.8% | $2,381+15.1% |
| Participant deferral / active EE | $6,041 | $2,484+143.2% | $3,568+69.3% | $3,470+74.1% |
| Admin fee / account holder | $3,530 | $3,863-8.6% | $4,507-21.7% | $4,888-27.8% |