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 | $124,400 | $73,867+68.4% | $143,757-13.5% | $68,494+81.6% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -18.57% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,163 | $3,184-0.7% | $4,951-36.1% | $2,596+21.8% |
| Participant deferral / active EE | $6,255 | $3,384+84.8% | $5,637+11.0% | $4,027+55.3% |
| Admin fee / account holder | $1,538 | $5,755-73.3% | $14,673-89.5% | $5,403-71.5% |