Filed May 5, 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 | $84,698 | $181,894-53.4% | $156,549-45.9% | $273,961-69.1% |
| Participation rate | 91.3% | 88.4%+2.9pp | 84.0%+7.3pp | 83.0%+8.3pp |
| Annual return | 76.17% | 30.74%+45.4pp | 32.23%+43.9pp | 41.45%+34.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,334 | $5,550+32.1% | $4,871+50.6% | $5,287+38.7% |
| Admin fee / account holder | $348 | $15,559-97.8% | $13,027-97.3% | $10,132-96.6% |