Filed January 4, 2005 (most recent of 3 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 | $42,201 | $87,841-52.0% | $133,980-68.5% | $62,891-32.9% |
| Participation rate | 86.8% | 83.4%+3.5pp | 87.1%-0.2pp | 69.3%+17.5pp |
| Annual return | 12.51% | 12.05%+0.5pp | 29.30%-16.8pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,767 | $3,483-49.3% | $5,211-66.1% | $2,281-22.5% |
| Participant deferral / active EE | $2,783 | $4,812-42.2% | $6,282-55.7% | $3,203-13.1% |
| Admin fee / account holder | $7,821 | $5,371+45.6% | $9,324-16.1% | $4,296+82.1% |