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 | $232,030 | $62,586+270.7% | $76,768+202.2% | $64,186+261.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.30% | -1.95%+2.2pp | 2.43%-2.1pp | 7.63%-7.3pp |
| Employer contribution / active EE | $5,463 | $1,832+198.2% | $2,485+119.8% | $2,381+129.4% |
| Participant deferral / active EE | $9,254 | $3,145+194.3% | $3,852+140.3% | $3,470+166.7% |
| Admin fee / account holder | $6,136 | $4,667+31.5% | $6,675-8.1% | $4,888+25.5% |