Filed August 19, 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 | $64,519 | $105,859-39.1% | $90,160-28.4% | $147,584-56.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.66% | 37.63%-24.0pp | 34.88%-21.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,864 | $4,126-54.8% | $3,318-43.8% | $4,876-61.8% |
| Participant deferral / active EE | $3,983 | $5,733-30.5% | $5,288-24.7% | $5,439-26.8% |
| Admin fee / account holder | $5,753 | $8,046-28.5% | $5,943-3.2% | $10,885-47.1% |