Filed July 19, 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 | $90,921 | $183,963-50.6% | $162,163-43.9% | $152,861-40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.53% | 150.76%-127.2pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,397 | $6,371-78.1% | $5,614-75.1% | $4,762-70.7% |
| Participant deferral / active EE | $4,104 | $8,034-48.9% | $7,298-43.8% | $5,850-29.8% |
| Admin fee / account holder | $376 | $13,121-97.1% | $10,843-96.5% | $11,596-96.8% |