Filed August 8, 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 | $53,449 | $86,286-38.1% | $111,297-52.0% | $85,850-37.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.39% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,136 | $2,043+4.5% | $2,731-21.8% | $2,565-16.7% |
| Participant deferral / active EE | $1,901 | $3,641-47.8% | $4,487-57.6% | $3,952-51.9% |
| Admin fee / account holder | $7,868 | $8,188-3.9% | $7,964-1.2% | $6,260+25.7% |