Filed March 15, 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 | $116,518 | $78,694+48.1% | $67,652+72.2% | $125,391-7.1% |
| Participation rate | 87.0% | 78.8%+8.2pp | 75.7%+11.3pp | 83.2%+3.8pp |
| Annual return | 0.34% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $3,199 | $3,044+5.1% | $2,266+41.2% | $4,866-34.3% |
| Participant deferral / active EE | $4,276 | $4,292-0.4% | $3,560+20.1% | $5,352-20.1% |
| Admin fee / account holder | $5,817 | $7,403-21.4% | $4,821+20.7% | $9,540-39.0% |