Filed March 2, 2005 (most recent of 2 filings on file)
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 | $125,888 | $86,286+45.9% | $111,297+13.1% | $85,850+46.6% |
| Participation rate | 71.3% | 73.3%-2.1pp | 77.3%-6.1pp | 69.3%+1.9pp |
| Annual return | 12.51% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,187 | $2,043-41.9% | $2,731-56.5% | $2,565-53.7% |
| Participant deferral / active EE | $2,575 | $3,641-29.3% | $4,487-42.6% | $3,952-34.8% |
| Admin fee / account holder | $6,213 | $8,188-24.1% | $7,964-22.0% | $6,260-0.7% |