Filed June 27, 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 | $152,429 | $48,076+217.1% | $78,689+93.7% | $62,891+142.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 81.05% | 31.35%+49.7pp | 62.18%+18.9pp | 20.14%+60.9pp |
| Employer contribution / active EE | $18,454 | $2,015+816.0% | $2,851+547.4% | $2,281+709.1% |
| Participant deferral / active EE | $8,572 | $2,588+231.3% | $3,517+143.7% | $3,203+167.6% |
| Admin fee / account holder | $23,959 | $3,207+647.0% | $4,510+431.2% | $4,296+457.8% |