Filed July 11, 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 | $196,070 | $85,766+128.6% | $136,294+43.9% | $70,131+179.6% |
| Participation rate | 80.3% | 74.2%+6.1pp | 81.9%-1.6pp | 69.5%+10.8pp |
| Annual return | 17.72% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $5,922 | $2,966+99.7% | $4,695+26.1% | $2,342+152.8% |
| Participant deferral / active EE | $8,992 | $5,051+78.0% | $6,247+43.9% | $3,332+169.9% |
| Admin fee / account holder | $26,741 | $5,420+393.3% | $9,243+189.3% | $4,645+475.7% |