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 | $144,308 | $76,367+89.0% | $93,606+54.2% | $72,985+97.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 27.50% | 25.82%+1.7pp | 32.76%-5.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,229 | $2,275-46.0% | $2,718-54.8% | $2,440-49.6% |
| Participant deferral / active EE | $5,220 | $3,538+47.5% | $4,069+28.3% | $3,607+44.7% |
| Admin fee / account holder | $22,171 | $6,838+224.2% | $7,888+181.1% | $5,124+332.7% |