Filed May 5, 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 | $39,997 | $72,404-44.8% | $110,238-63.7% | $64,186-37.7% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -2.83% | -6.29%+3.5pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,213 | $2,282-46.9% | $3,826-68.3% | $2,381-49.1% |
| Participant deferral / active EE | $1,711 | $3,469-50.7% | $4,672-63.4% | $3,470-50.7% |
| Admin fee / account holder | $5,899 | $5,664+4.1% | $8,547-31.0% | $4,888+20.7% |