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 | $86,156 | $86,929-0.9% | $102,423-15.9% | $80,856+6.6% |
| Participation rate | 94.8% | 72.4%+22.5pp | 76.5%+18.3pp | 67.6%+27.2pp |
| Annual return | 15.71% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,836 | $2,369+104.1% | $3,023+60.0% | $2,755+75.6% |
| Participant deferral / active EE | $3,862 | $4,118-6.2% | $5,053-23.6% | $4,296-10.1% |
| Admin fee / account holder | $14,250 | $8,049+77.0% | $9,451+50.8% | $6,918+106.0% |