Filed February 25, 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 | $169,959 | $53,516+217.6% | $126,539+34.3% | $84,808+100.4% |
| Participation rate | 90.6% | 58.2%+32.4pp | 69.8%+20.8pp | 68.3%+22.3pp |
| Annual return | 14.37% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,148 | $1,535+40.0% | $3,674-41.5% | $2,631-18.3% |
| Participant deferral / active EE | $6,979 | $2,671+161.3% | $4,083+70.9% | $4,212+65.7% |
| Admin fee / account holder | $8,054 | $4,497+79.1% | $6,065+32.8% | $7,344+9.7% |