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 | $90,573 | $99,640-9.1% | $86,436+4.8% | $134,475-32.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,266 | $4,400-48.5% | $3,769-39.9% | $4,740-52.2% |
| Participant deferral / active EE | $6,791 | $7,246-6.3% | $6,952-2.3% | $6,400+6.1% |
| Admin fee / account holder | $1,182 | $8,371-85.9% | $6,731-82.4% | $11,426-89.7% |