Filed March 31, 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 | $161,685 | $128,603+25.7% | $197,124-18.0% | $67,986+137.8% |
| Participation rate | 75.7% | 81.7%-6.0pp | 86.7%-11.0pp | 57.2%+18.5pp |
| Annual return | 23.01% | 23.77%-0.8pp | 44.34%-21.3pp | 31.67%-8.7pp |
| Employer contribution / active EE | $3,605 | $4,379-17.7% | $6,227-42.1% | $2,019+78.6% |
| Participant deferral / active EE | $7,438 | $6,840+8.7% | $9,135-18.6% | $3,358+121.5% |
| Admin fee / account holder | $13,093 | $3,035+331.4% | $16,298-19.7% | $3,203+308.7% |