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 | $98,079 | $78,422+25.1% | $95,952+2.2% | $79,858+22.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.55% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,435 | $1,945+333.6% | $2,541+231.9% | $2,471+241.4% |
| Participant deferral / active EE | $8,081 | $3,440+134.9% | $4,167+93.9% | $3,740+116.1% |
| Admin fee / account holder | $7,731 | $5,622+37.5% | $6,795+13.8% | $5,306+45.7% |