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 | $51,555 | $48,570+6.1% | $130,648-60.5% | $72,985-29.4% |
| Participation rate | 96.3% | 58.6%+37.7pp | 71.7%+24.6pp | 69.5%+26.8pp |
| Annual return | 21.93% | 38.63%-16.7pp | 1708.96%-1687.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $830 | $1,334-37.8% | $4,092-79.7% | $2,440-66.0% |
| Participant deferral / active EE | $5,679 | $2,384+138.3% | $3,603+57.6% | $3,607+57.4% |
| Admin fee / account holder | $4,407 | $3,549+24.2% | $5,464-19.4% | $5,124-14.0% |