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 | $184,884 | $72,404+155.4% | $110,238+67.7% | $64,186+188.0% |
| Participation rate | 86.9% | 73.3%+13.5pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | -5.49% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $839 | $2,282-63.2% | $3,826-78.1% | $2,381-64.8% |
| Participant deferral / active EE | $5,315 | $3,469+53.2% | $4,672+13.8% | $3,470+53.2% |
| Admin fee / account holder | $1,714 | $5,664-69.7% | $8,547-79.9% | $4,888-64.9% |