Filed March 16, 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 | $73,095 | $103,376-29.3% | $87,100-16.1% | $152,861-52.2% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 17.19% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,936 | $3,220-39.9% | $2,521-23.2% | $4,762-59.3% |
| Participant deferral / active EE | $3,184 | $4,778-33.4% | $4,049-21.4% | $5,850-45.6% |
| Admin fee / account holder | $3,892 | $12,205-68.1% | $7,497-48.1% | $11,596-66.4% |