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 | $156,098 | $85,202+83.2% | $172,739-9.6% | $72,985+113.9% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.6%+11.7pp | 69.5%+24.9pp |
| Annual return | 22.46% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,049 | $3,324-8.3% | $5,143-40.7% | $2,440+25.0% |
| Participant deferral / active EE | $6,269 | $3,260+92.3% | $5,198+20.6% | $3,607+73.8% |
| Admin fee / account holder | $6,291 | $5,884+6.9% | $13,954-54.9% | $5,124+22.8% |