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 | $249,566 | $98,750+152.7% | $149,696+66.7% | $79,858+212.5% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 17.48% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,181 | $3,216+123.2% | $4,644+54.6% | $2,471+190.6% |
| Participant deferral / active EE | $11,422 | $5,680+101.1% | $6,842+66.9% | $3,740+205.4% |
| Admin fee / account holder | $8,560 | $6,053+41.4% | $9,309-8.0% | $5,306+61.3% |