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 | $162,375 | $108,919+49.1% | $100,391+61.7% | $145,922+11.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,942 | $4,419-10.8% | $3,9420% | $4,660-15.4% |
| Participant deferral / active EE | $4,845 | $8,445-42.6% | $8,082-40.1% | $6,688-27.6% |
| Admin fee / account holder | $185,559 | $9,689+1815.2% | $7,899+2249.1% | $13,397+1285.1% |