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 | $187,507 | $95,416+96.5% | $185,823+0.9% | $85,850+118.4% |
| Participation rate | 94.6% | 68.8%+25.9pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 19.34% | 23.59%-4.2pp | 122.05%-102.7pp | 318.53%-299.2pp |
| Employer contribution / active EE | $3,463 | $3,314+4.5% | $5,167-33.0% | $2,565+35.0% |
| Participant deferral / active EE | $7,264 | $3,423+112.2% | $5,568+30.5% | $3,952+83.8% |
| Admin fee / account holder | $2,630 | $7,213-63.5% | $16,237-83.8% | $6,260-58.0% |