Filed June 6, 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 | $192,292 | $97,044+98.1% | $83,333+130.8% | $135,375+42.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.88% | 12.31%-16.2pp | 10.63%-14.5pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,737 | $4,143+14.3% | $3,379+40.2% | $4,779-0.9% |
| Participant deferral / active EE | $16,217 | $5,964+171.9% | $5,565+191.4% | $5,609+189.1% |
| Admin fee / account holder | $28,204 | $8,380+236.6% | $7,510+275.5% | $10,827+160.5% |