Filed June 23, 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 | $125,162 | $76,000+64.7% | $154,107-18.8% | $64,186+95.0% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.5pp | 69.6%+21.0pp |
| Annual return | -6.43% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,093 | $3,351-7.7% | $5,298-41.6% | $2,381+29.9% |
| Participant deferral / active EE | $6,305 | $3,175+98.6% | $5,081+24.1% | $3,470+81.7% |
| Admin fee / account holder | $6,033 | $5,596+7.8% | $13,411-55.0% | $4,888+23.4% |