Filed November 9, 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 | $81,811 | $94,529-13.5% | $140,016-41.6% | $64,186+27.5% |
| Participation rate | 84.2% | 84.1%+0.1pp | 87.5%-3.3pp | 69.6%+14.6pp |
| Annual return | -3.82% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,717 | $3,812-55.0% | $5,606-69.4% | $2,381-27.9% |
| Participant deferral / active EE | $2,464 | $5,250-53.1% | $6,927-64.4% | $3,470-29.0% |
| Admin fee / account holder | $7,390 | $6,741+9.6% | $10,705-31.0% | $4,888+51.2% |