Filed March 13, 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 | $170,529 | $69,977+143.7% | $108,579+57.1% | $62,891+171.1% |
| Participation rate | 94.3% | 72.9%+21.4pp | 79.6%+14.8pp | 69.3%+25.0pp |
| Annual return | 6.81% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $802 | $2,135-62.5% | $3,758-78.7% | $2,281-64.9% |
| Participant deferral / active EE | $5,925 | $3,165+87.2% | $4,311+37.4% | $3,203+85.0% |
| Admin fee / account holder | $23,601 | $5,076+364.9% | $7,645+208.7% | $4,296+449.4% |