Filed September 21, 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 | $90,192 | $130,194-30.7% | $169,993-46.9% | $71,457+26.2% |
| Participation rate | 72.7% | 86.1%-13.4pp | 87.0%-14.3pp | 67.9%+4.8pp |
| Annual return | 18.57% | 20.37%-1.8pp | 53.37%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,496 | $6,923-35.1% | $10,408-56.8% | $4,289+4.8% |
| Admin fee / account holder | $2,613 | $966+170.6% | $12,815-79.6% | $1,587+64.6% |