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 | $77,652 | $107,934-28.1% | $91,989-15.6% | $152,861-49.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.49% | 89.24%-70.8pp | 69.02%-50.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,258 | $4,210-46.4% | $3,452-34.6% | $4,762-52.6% |
| Participant deferral / active EE | $4,770 | $6,364-25.1% | $5,923-19.5% | $5,850-18.5% |
| Admin fee / account holder | $713 | $10,520-93.2% | $7,743-90.8% | $11,596-93.9% |