Filed August 10, 2005 (most recent of 3 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 | $87,905 | $137,414-36.0% | $189,513-53.6% | $85,850+2.4% |
| Participation rate | 75.7% | 84.6%-8.9pp | 87.8%-12.1pp | 69.3%+6.4pp |
| Annual return | 11.68% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,905 | $4,344-56.2% | $6,162-69.1% | $2,565-25.8% |
| Participant deferral / active EE | $4,181 | $6,260-33.2% | $8,221-49.1% | $3,952+5.8% |
| Admin fee / account holder | $12,952 | $8,630+50.1% | $12,045+7.5% | $6,260+106.9% |