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 | $151,697 | $112,096+35.3% | $95,952+58.1% | $158,922-4.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.84% | 171.09%-157.2pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,901 | $3,198+22.0% | $2,541+53.5% | $4,761-18.1% |
| Participant deferral / active EE | $6,228 | $4,784+30.2% | $4,167+49.5% | $5,982+4.1% |
| Admin fee / account holder | $14,884 | $10,130+46.9% | $6,795+119.0% | $11,246+32.4% |