Filed April 26, 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 | $45,720 | $85,202-46.3% | $172,739-73.5% | $72,985-37.4% |
| Participation rate | 89.3% | 70.1%+19.3pp | 82.6%+6.7pp | 69.5%+19.8pp |
| Annual return | 25.52% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,085 | $3,324-67.4% | $5,143-78.9% | $2,440-55.5% |
| Participant deferral / active EE | $3,852 | $3,260+18.1% | $5,198-25.9% | $3,607+6.8% |
| Admin fee / account holder | $2,029 | $5,884-65.5% | $13,954-85.5% | $5,124-60.4% |