Filed January 26, 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 | $165,843 | $180,449-8.1% | $154,107+7.6% | $135,375+22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.91% | 888.09%-880.2pp | 735.12%-727.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $7,072 | $6,035+17.2% | $5,298+33.5% | $4,779+48.0% |
| Participant deferral / active EE | $11,979 | $5,806+106.3% | $5,081+135.8% | $5,609+113.6% |
| Admin fee / account holder | $6,340 | $16,143-60.7% | $13,411-52.7% | $10,827-41.4% |