Filed July 20, 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 | $118,222 | $60,349+95.9% | $74,183+59.4% | $62,891+88.0% |
| Participation rate | 79.1% | 72.7%+6.3pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 8.20% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $9,167 | $1,680+445.6% | $2,370+286.8% | $2,281+301.9% |
| Participant deferral / active EE | $10,205 | $2,856+257.3% | $3,550+187.5% | $3,203+218.6% |
| Admin fee / account holder | $3,353 | $4,261-21.3% | $5,586-40.0% | $4,296-21.9% |