Filed June 24, 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 | $217,880 | $102,382+112.8% | $147,005+48.2% | $80,874+169.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 14.04% | 134.89%-120.9pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,934 | $3,715+32.8% | $4,9340% | $2,756+79.1% |
| Participant deferral / active EE | $9,322 | $6,646+40.3% | $8,070+15.5% | $4,297+116.9% |
| Admin fee / account holder | $11,128 | $7,942+40.1% | $13,006-14.4% | $6,935+60.5% |