Filed June 1, 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 | $113,319 | $102,605+10.4% | $145,661-22.2% | $84,808+33.6% |
| Participation rate | 76.3% | 74.3%+2.0pp | 77.2%-0.9pp | 68.3%+8.0pp |
| Annual return | 14.21% | 26.50%-12.3pp | 101.46%-87.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,467 | $3,325-25.8% | $4,238-41.8% | $2,631-6.2% |
| Participant deferral / active EE | $8,087 | $5,750+40.6% | $7,198+12.3% | $4,212+92.0% |
| Admin fee / account holder | $7,215 | $8,758-17.6% | $12,466-42.1% | $7,344-1.8% |