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 | $214,264 | $93,571+129.0% | $135,903+57.7% | $75,163+185.1% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 19.25% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $7,084 | $3,537+100.3% | $4,856+45.9% | $2,670+165.3% |
| Participant deferral / active EE | $12,025 | $6,404+87.8% | $7,758+55.0% | $4,125+191.5% |
| Admin fee / account holder | $57,309 | $6,975+721.6% | $10,762+432.5% | $5,651+914.1% |