Filed February 7, 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 | $223,217 | $54,705+308.0% | $71,209+213.5% | $84,808+163.2% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 14.96% | 35.90%-20.9pp | 282.51%-267.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,793 | $2,158+168.5% | $2,721+112.9% | $2,631+120.2% |
| Participant deferral / active EE | $3,428 | $3,030+13.1% | $4,175-17.9% | $4,212-18.6% |
| Admin fee / account holder | $6,948 | $4,863+42.9% | $5,349+29.9% | $7,344-5.4% |