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 | $180,330 | $127,777+41.1% | $106,548+69.2% | $167,490+7.7% |
| Participation rate | 86.4% | 78.3%+8.1pp | 76.1%+10.2pp | 82.1%+4.3pp |
| Annual return | 9.41% | 33.87%-24.5pp | 26.80%-17.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $884 | $3,427-74.2% | $2,819-68.6% | $4,837-81.7% |
| Participant deferral / active EE | $3,015 | $5,087-40.7% | $4,398-31.4% | $6,341-52.5% |
| Admin fee / account holder | $11,526 | $11,228+2.7% | $7,407+55.6% | $12,309-6.4% |