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 | $149,621 | $105,860+41.3% | $90,749+64.9% | $134,475+11.3% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -13.49% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,060 | $3,462-69.4% | $2,921-63.7% | $4,740-77.6% |
| Participant deferral / active EE | $3,217 | $5,216-38.3% | $4,564-29.5% | $6,400-49.7% |
| Admin fee / account holder | $30,080 | $13,938+115.8% | $8,445+256.2% | $11,426+163.3% |