Filed June 24, 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 | $167,075 | $102,966+62.3% | $90,281+85.1% | $152,861+9.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.60% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $7,837 | $3,139+149.7% | $2,854+174.6% | $4,762+64.6% |
| Participant deferral / active EE | $13,193 | $4,281+208.1% | $3,885+239.6% | $5,850+125.5% |
| Admin fee / account holder | $35,330 | $6,171+472.5% | $5,351+560.2% | $11,596+204.7% |