Filed February 16, 2005 (most recent of 2 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 | $96,187 | $75,828+26.8% | $147,614-34.8% | $59,632+61.3% |
| Participation rate | 96.8% | 71.6%+25.2pp | 84.6%+12.2pp | 68.7%+28.1pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $4,945 | $3,485+41.9% | $5,564-11.1% | $2,203+124.5% |
| Participant deferral / active EE | $11,585 | $3,130+270.1% | $4,895+136.7% | $3,192+263.0% |
| Admin fee / account holder | $5,303 | $5,985-11.4% | $11,611-54.3% | $4,297+23.4% |