Filed August 8, 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 | $80,021 | $49,025+63.2% | $87,507-8.6% | $62,891+27.2% |
| Participation rate | 71.4% | 64.9%+6.5pp | 73.8%-2.4pp | 69.3%+2.1pp |
| Annual return | 10.08% | 10.02%+0.1pp | 12.21%-2.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,148 | $1,372-16.3% | $2,550-55.0% | $2,281-49.7% |
| Participant deferral / active EE | $2,509 | $2,289+9.6% | $3,149-20.3% | $3,203-21.7% |
| Admin fee / account holder | $6,470 | $4,065+59.1% | $4,221+53.3% | $4,296+50.6% |