Filed October 25, 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 | $126,360 | $138,385-8.7% | $184,200-31.4% | $80,874+56.2% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.6%+30.0pp |
| Annual return | 14.27% | 20.02%-5.8pp | 28.80%-14.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,528 | $4,849-27.2% | $6,424-45.1% | $2,756+28.0% |
| Participant deferral / active EE | $8,613 | $7,073+21.8% | $9,132-5.7% | $4,297+100.4% |
| Admin fee / account holder | $4,112 | $10,483-60.8% | $13,907-70.4% | $6,935-40.7% |