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 | $132,049+22.4% | $200,582-19.4% | $74,304+117.6% |
| Participation rate | 75.7% | 84.1%-8.4pp | 86.9%-11.2pp | 60.3%+15.4pp |
| Annual return | 23.01% | 22.22%+0.8pp | 42.33%-19.3pp | 29.43%-6.4pp |
| Employer contribution / active EE | $3,605 | $4,558-20.9% | $6,419-43.8% | $2,241+60.9% |
| Participant deferral / active EE | $7,438 | $7,213+3.1% | $9,331-20.3% | $3,767+97.4% |
| Admin fee / account holder | $13,093 | $2,405+444.5% | $16,305-19.7% | $2,969+341.0% |