Filed January 24, 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 | $46,750 | $82,032-43.0% | $123,104-62.0% | $59,632-21.6% |
| Participation rate | 97.9% | 83.2%+14.7pp | 86.8%+11.1pp | 68.7%+29.2pp |
| Annual return | -1.86% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,430 | $3,297-56.6% | $5,151-72.2% | $2,203-35.1% |
| Participant deferral / active EE | $2,305 | $4,667-50.6% | $6,230-63.0% | $3,192-27.8% |
| Admin fee / account holder | $880 | $5,881-85.0% | $9,015-90.2% | $4,297-79.5% |