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 | $141,495 | $100,754+40.4% | $86,677+63.2% | $134,475+5.2% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -19.31% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,262 | $3,489+22.1% | $2,836+50.3% | $4,740-10.1% |
| Participant deferral / active EE | $6,264 | $5,338+17.3% | $4,656+34.5% | $6,400-2.1% |
| Admin fee / account holder | $1,625 | $10,926-85.1% | $7,493-78.3% | $11,426-85.8% |