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 | $145,952 | $77,899+87.4% | $149,673-2.5% | $75,163+94.2% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 23.80% | 31.72%-7.9pp | 134.42%-110.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $3,276 | $3,137+4.4% | $4,818-32.0% | $2,670+22.7% |
| Participant deferral / active EE | $6,620 | $3,411+94.1% | $5,680+16.5% | $4,125+60.5% |
| Admin fee / account holder | $3,554 | $5,956-40.3% | $13,210-73.1% | $5,651-37.1% |