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 | $183,843 | $137,414+33.8% | $189,513-3.0% | $85,850+114.1% |
| Participation rate | 98.5% | 84.6%+13.8pp | 87.8%+10.7pp | 69.3%+29.1pp |
| Annual return | 13.92% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,853 | $4,344+11.7% | $6,162-21.2% | $2,565+89.2% |
| Participant deferral / active EE | $6,192 | $6,260-1.1% | $8,221-24.7% | $3,952+56.7% |
| Admin fee / account holder | $6,907 | $8,630-20.0% | $12,045-42.7% | $6,260+10.3% |