Filed March 7, 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 | $143,717 | $109,359+31.4% | $162,163-11.4% | $72,985+96.9% |
| Participation rate | 95.4% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 20.02% | 25.46%-5.4pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $3,898 | $3,907-0.2% | $5,614-30.6% | $2,440+59.7% |
| Participant deferral / active EE | $5,024 | $5,481-8.3% | $7,298-31.2% | $3,607+39.3% |
| Admin fee / account holder | $4,832 | $7,972-39.4% | $10,843-55.4% | $5,124-5.7% |