Filed August 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 | $123,324 | $123,793-0.4% | $177,821-30.6% | $79,858+54.4% |
| Participation rate | 98.0% | 84.7%+13.4pp | 87.7%+10.3pp | 69.6%+28.4pp |
| Annual return | 15.70% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,980 | $4,095-2.8% | $5,918-32.8% | $2,471+61.1% |
| Participant deferral / active EE | $6,636 | $5,956+11.4% | $7,714-14.0% | $3,740+77.4% |
| Admin fee / account holder | $1,248 | $7,243-82.8% | $12,427-90.0% | $5,306-76.5% |