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 | $138,870 | $123,793+12.2% | $177,821-21.9% | $79,858+73.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.07% | 22.82%-8.7pp | 48.32%-34.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,462 | $4,095+33.4% | $5,918-7.7% | $2,471+121.1% |
| Participant deferral / active EE | $4,787 | $5,956-19.6% | $7,714-37.9% | $3,740+28.0% |
| Admin fee / account holder | $1,377 | $7,243-81.0% | $12,427-88.9% | $5,306-74.0% |