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 | $52,455 | $67,411-22.2% | $91,001-42.4% | $70,131-25.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.76% | -40.16%+52.9pp | 4.60%+8.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $727 | $1,786-59.3% | $2,456-70.4% | $2,342-69.0% |
| Participant deferral / active EE | $1,910 | $2,823-32.3% | $3,547-46.2% | $3,332-42.7% |
| Admin fee / account holder | $4,308 | $4,236+1.7% | $5,417-20.5% | $4,645-7.3% |