Filed August 23, 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 | $103,122 | $62,573+64.8% | $85,682+20.4% | $85,850+20.1% |
| Participation rate | 77.3% | 61.1%+16.1pp | 69.9%+7.4pp | 69.3%+8.0pp |
| Annual return | 27.80% | 23.77%+4.0pp | 21.49%+6.3pp | 318.53%-290.7pp |
| Employer contribution / active EE | $1,723 | $1,757-1.9% | $2,618-34.2% | $2,565-32.8% |
| Participant deferral / active EE | $4,275 | $2,802+52.6% | $3,923+9.0% | $3,952+8.2% |
| Admin fee / account holder | $10,874 | $4,640+134.4% | $6,873+58.2% | $6,260+73.7% |