Filed April 30, 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 | $84,776 | $95,803-11.5% | $113,168-25.1% | $84,8080% |
| Participation rate | 83.9% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.6pp |
| Annual return | 16.61% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,621 | $2,360-31.3% | $2,975-45.5% | $2,631-38.4% |
| Participant deferral / active EE | $4,492 | $4,242+5.9% | $5,107-12.0% | $4,212+6.7% |
| Admin fee / account holder | $2,967 | $8,989-67.0% | $12,068-75.4% | $7,344-59.6% |