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 | $58,866 | $79,944-26.4% | $98,439-40.2% | $75,163-21.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.06% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $829 | $2,264-63.4% | $3,048-72.8% | $2,670-69.0% |
| Participant deferral / active EE | $2,262 | $3,752-39.7% | $4,738-52.2% | $4,125-45.2% |
| Admin fee / account holder | $6,545 | $6,840-4.3% | $8,948-26.9% | $5,651+15.8% |