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 | $85,945 | $138,347-37.9% | $184,203-53.3% | $80,856+6.3% |
| Participation rate | 85.3% | 83.9%+1.4pp | 86.8%-1.5pp | 67.6%+17.7pp |
| Annual return | 11.49% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,170 | $4,850-55.3% | $6,427-66.2% | $2,755-21.2% |
| Participant deferral / active EE | $4,256 | $7,071-39.8% | $9,131-53.4% | $4,296-0.9% |
| Admin fee / account holder | $1,689 | $10,483-83.9% | $13,901-87.9% | $6,918-75.6% |