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 | $56,673 | $123,793-54.2% | $177,821-68.1% | $79,858-29.0% |
| Participation rate | 86.7% | 84.7%+2.0pp | 87.7%-1.1pp | 69.6%+17.0pp |
| Annual return | 11.14% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,820 | $4,095-55.6% | $5,918-69.2% | $2,471-26.3% |
| Participant deferral / active EE | $2,841 | $5,956-52.3% | $7,714-63.2% | $3,740-24.0% |
| Admin fee / account holder | $8,102 | $7,243+11.9% | $12,427-34.8% | $5,306+52.7% |