Filed May 18, 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 9-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 | $50,431 | $135,635-62.8% | $110,238-54.3% | $135,375-62.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.20% | 513.19%-516.4pp | 314.74%-317.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,025 | $4,906-58.7% | $3,826-47.1% | $4,779-57.6% |
| Participant deferral / active EE | $2,569 | $5,506-53.3% | $4,672-45.0% | $5,609-54.2% |
| Admin fee / account holder | $4,556 | $11,457-60.2% | $8,547-46.7% | $10,827-57.9% |