Filed February 26, 2005 (most recent of 3 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 | $112,016 | $54,762+104.6% | $90,281+24.1% | $72,985+53.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.35% | 30.63%-6.3pp | 78.10%-53.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $5,438 | $2,092+159.9% | $2,854+90.5% | $2,440+122.9% |
| Participant deferral / active EE | $14,682 | $2,887+408.6% | $3,885+277.9% | $3,607+307.0% |
| Admin fee / account holder | $2,693 | $3,972-32.2% | $5,351-49.7% | $5,124-47.4% |