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 | $169,556 | $91,190+85.9% | $178,490-5.0% | $79,858+112.3% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 15.34% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,892 | $3,256-11.2% | $5,011-42.3% | $2,471+17.0% |
| Participant deferral / active EE | $6,514 | $3,236+101.3% | $5,202+25.2% | $3,740+74.2% |
| Admin fee / account holder | $19,431 | $6,751+187.8% | $13,984+39.0% | $5,306+266.2% |