Filed June 3, 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 | $100,237 | $101,724-1.5% | $164,813-39.2% | $80,856+24.0% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.6%+23.3pp |
| Annual return | 12.76% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,940 | $2,953+67.2% | $4,341+13.8% | $2,755+79.3% |
| Participant deferral / active EE | $6,996 | $4,477+56.3% | $6,031+16.0% | $4,296+62.9% |
| Admin fee / account holder | $13,755 | $8,227+67.2% | $12,690+8.4% | $6,918+98.8% |