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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,222 | $138,347+54.8% | $184,203+16.3% | $80,856+164.9% |
| Participation rate | 94.5% | 83.9%+10.6pp | 86.8%+7.7pp | 67.6%+26.9pp |
| Annual return | 10.72% | 20.02%-9.3pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,082 | $4,850+4.8% | $6,427-20.9% | $2,755+84.5% |
| Participant deferral / active EE | $7,645 | $7,071+8.1% | $9,131-16.3% | $4,296+78.0% |
| Admin fee / account holder | $25,396 | $10,483+142.2% | $13,901+82.7% | $6,918+267.1% |