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 | $55,030 | $73,004-24.6% | $90,749-39.4% | $68,494-19.7% |
| Participation rate | 97.0% | 70.8%+26.1pp | 75.7%+21.3pp | 67.9%+29.1pp |
| Annual return | -15.58% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $769 | $2,193-65.0% | $2,921-73.7% | $2,596-70.4% |
| Participant deferral / active EE | $1,966 | $3,627-45.8% | $4,564-56.9% | $4,027-51.2% |
| Admin fee / account holder | $7,774 | $5,896+31.9% | $8,445-7.9% | $5,403+43.9% |