Filed January 4, 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 | $230,619 | $83,477+176.3% | $125,175+84.2% | $72,985+216.0% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 23.41% | 25.78%-2.4pp | 43.79%-20.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $11,198 | $2,345+377.5% | $3,865+189.7% | $2,440+358.9% |
| Participant deferral / active EE | $8,618 | $3,585+140.4% | $4,937+74.6% | $3,607+138.9% |
| Admin fee / account holder | $3,076 | $5,517-44.3% | $9,702-68.3% | $5,124-40.0% |