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 | $89,684 | $48,076+86.5% | $78,689+14.0% | $62,891+42.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.75% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,632 | $2,015+80.3% | $2,851+27.4% | $2,281+59.2% |
| Participant deferral / active EE | $1,354 | $2,588-47.7% | $3,517-61.5% | $3,203-57.7% |
| Admin fee / account holder | $1,704 | $3,207-46.9% | $4,510-62.2% | $4,296-60.3% |