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 | $80,156 | $110,257-27.3% | $96,544-17.0% | $139,434-42.5% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 10.99% | 26.32%-15.3pp | 25.84%-14.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,719 | $3,620-24.9% | $2,965-8.3% | $4,751-42.8% |
| Participant deferral / active EE | $4,553 | $5,548-17.9% | $4,851-6.1% | $6,710-32.1% |
| Admin fee / account holder | $1,191 | $11,591-89.7% | $8,252-85.6% | $11,403-89.6% |