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 | $136,170 | $41,377+229.1% | $109,313+24.6% | $62,891+116.5% |
| Participation rate | 87.9% | 57.5%+30.3pp | 71.3%+16.6pp | 69.3%+18.6pp |
| Annual return | 7.88% | 11.05%-3.2pp | 22.07%-14.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,778 | $1,276+39.3% | $3,892-54.3% | $2,281-22.0% |
| Participant deferral / active EE | $4,815 | $2,045+135.4% | $3,166+52.1% | $3,203+50.3% |
| Admin fee / account holder | $13,350 | $2,884+362.9% | $5,666+135.6% | $4,296+210.8% |