Filed May 27, 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 | $36,890 | $41,377-10.8% | $109,313-66.3% | $62,891-41.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.54% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,284 | $1,276+157.4% | $3,892-15.6% | $2,281+44.0% |
| Participant deferral / active EE | $4,414 | $2,045+115.9% | $3,166+39.4% | $3,203+37.8% |
| Admin fee / account holder | $3,027 | $2,884+5.0% | $5,666-46.6% | $4,296-29.5% |