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 | $236,180 | $102,317+130.8% | $146,958+60.7% | $80,856+192.1% |
| Participation rate | 98.5% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $7,221 | $3,713+94.5% | $4,933+46.4% | $2,755+162.1% |
| Participant deferral / active EE | $12,475 | $6,644+87.8% | $8,070+54.6% | $4,296+190.4% |
| Admin fee / account holder | $12,870 | $7,941+62.1% | $12,998-1.0% | $6,918+86.0% |