Filed August 13, 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 | $114,964 | $109,359+5.1% | $162,163-29.1% | $72,985+57.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.53% | 25.46%-7.9pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $5,598 | $3,907+43.3% | $5,614-0.3% | $2,440+129.4% |
| Participant deferral / active EE | $5,520 | $5,481+0.7% | $7,298-24.4% | $3,607+53.0% |
| Admin fee / account holder | $2,071 | $7,972-74.0% | $10,843-80.9% | $5,124-59.6% |