Filed June 3, 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 | $78,754 | $81,900-3.8% | $119,609-34.2% | $68,494+15.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.27% | -23.82%+9.5pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,898 | $2,693+81.9% | $4,232+15.7% | $2,596+88.7% |
| Participant deferral / active EE | $8,039 | $4,148+93.8% | $5,602+43.5% | $4,027+99.6% |
| Admin fee / account holder | $16,045 | $6,582+143.8% | $10,323+55.4% | $5,403+197.0% |