Filed March 12, 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 | $134,608 | $105,860+27.2% | $90,749+48.3% | $134,475+0.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -11.13% | -11.01%-0.1pp | -12.16%+1.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,345 | $3,462-32.3% | $2,921-19.7% | $4,740-50.5% |
| Participant deferral / active EE | $4,719 | $5,216-9.5% | $4,564+3.4% | $6,400-26.3% |
| Admin fee / account holder | $17,758 | $13,938+27.4% | $8,445+110.3% | $11,426+55.4% |