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 | $46,298 | $138,347-66.5% | $184,203-74.9% | $80,856-42.7% |
| Participation rate | 94.0% | 83.9%+10.1pp | 86.8%+7.2pp | 67.6%+26.4pp |
| Annual return | 13.24% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,090 | $4,850-36.3% | $6,427-51.9% | $2,755+12.2% |
| Participant deferral / active EE | $3,844 | $7,071-45.6% | $9,131-57.9% | $4,296-10.5% |
| Admin fee / account holder | $7,313 | $10,483-30.2% | $13,901-47.4% | $6,918+5.7% |