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 | $125,085 | $92,222+35.6% | $76,768+62.9% | $135,375-7.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.42% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,182 | $3,216-1.0% | $2,485+28.1% | $4,779-33.4% |
| Participant deferral / active EE | $4,143 | $4,509-8.1% | $3,852+7.6% | $5,609-26.1% |
| Admin fee / account holder | $17,282 | $10,748+60.8% | $6,675+158.9% | $10,827+59.6% |