Filed March 28, 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 | $70,666 | $137,414-48.6% | $189,513-62.7% | $85,850-17.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.47% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,235 | $4,344-25.5% | $6,162-47.5% | $2,565+26.1% |
| Participant deferral / active EE | $4,912 | $6,260-21.5% | $8,221-40.2% | $3,952+24.3% |
| Admin fee / account holder | $9,941 | $8,630+15.2% | $12,045-17.5% | $6,260+58.8% |