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 | $69,075 | $125,758-45.1% | $169,993-59.4% | $75,163-8.1% |
| Participation rate | 80.6% | 83.6%-3.0pp | 87.0%-6.4pp | 67.2%+13.4pp |
| Annual return | 14.70% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,980 | $4,615-57.1% | $6,785-70.8% | $2,670-25.9% |
| Participant deferral / active EE | $4,361 | $6,837-36.2% | $10,408-58.1% | $4,125+5.7% |
| Admin fee / account holder | $10,991 | $8,173+34.5% | $12,815-14.2% | $5,651+94.5% |