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 | $39,861 | $56,199-29.1% | $67,652-41.1% | $59,632-33.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.63% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,276 | $1,614-21.0% | $2,266-43.7% | $2,203-42.1% |
| Participant deferral / active EE | $2,422 | $2,844-14.8% | $3,560-32.0% | $3,192-24.1% |
| Admin fee / account holder | $2,114 | $3,958-46.6% | $4,821-56.2% | $4,297-50.8% |