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 | $46,234 | $78,422-41.0% | $95,952-51.8% | $79,858-42.1% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 21.98% | 19.37%+2.6pp | 91.61%-69.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,116 | $1,945+111.6% | $2,541+62.0% | $2,471+66.6% |
| Participant deferral / active EE | $3,753 | $3,440+9.1% | $4,167-9.9% | $3,740+0.3% |
| Admin fee / account holder | $3,085 | $5,622-45.1% | $6,795-54.6% | $5,306-41.9% |