Filed May 5, 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 | $145,653 | $171,865-15.3% | $149,718-2.7% | $147,584-1.3% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 19.59% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,514 | $6,275-28.1% | $5,445-17.1% | $4,876-7.4% |
| Participant deferral / active EE | $11,468 | $7,271+57.7% | $6,569+74.6% | $5,439+110.8% |
| Admin fee / account holder | $4,266 | $13,799-69.1% | $11,283-62.2% | $10,885-60.8% |