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 | $82,376 | $87,841-6.2% | $133,980-38.5% | $62,891+31.0% |
| Participation rate | 96.9% | 83.4%+13.5pp | 87.1%+9.8pp | 69.3%+27.6pp |
| Annual return | 5.73% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,708 | $3,483-22.3% | $5,211-48.0% | $2,281+18.7% |
| Participant deferral / active EE | $5,619 | $4,812+16.8% | $6,282-10.6% | $3,203+75.4% |
| Admin fee / account holder | $7,244 | $5,371+34.9% | $9,324-22.3% | $4,296+68.6% |