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 | $169,643 | $57,281+196.2% | $86,612+95.9% | $75,163+125.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.39% | 2670.75%-2647.4pp | 591.07%-567.7pp | 160.62%-137.2pp |
| Employer contribution / active EE | $6,753 | $2,314+191.8% | $3,022+123.4% | $2,670+153.0% |
| Participant deferral / active EE | $18,195 | $3,318+448.4% | $4,438+310.0% | $4,125+341.1% |
| Admin fee / account holder | $5,198 | $4,112+26.4% | $5,614-7.4% | $5,651-8.0% |