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 | $126,652 | $197,591-35.9% | $177,821-28.8% | $158,922-20.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.01% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,890 | $6,697-71.8% | $5,918-68.1% | $4,761-60.3% |
| Participant deferral / active EE | $4,881 | $8,405-41.9% | $7,714-36.7% | $5,982-18.4% |
| Admin fee / account holder | $4,565 | $15,399-70.4% | $12,427-63.3% | $11,246-59.4% |