Filed April 20, 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 | $132,470 | $61,660+114.8% | $80,019+65.5% | $64,186+106.4% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -6.01% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,273 | $1,810-29.7% | $2,468-48.4% | $2,381-46.5% |
| Participant deferral / active EE | $5,113 | $2,968+72.3% | $3,686+38.7% | $3,470+47.4% |
| Admin fee / account holder | $3,235 | $5,417-40.3% | $6,521-50.4% | $4,888-33.8% |