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 | $59,384 | $87,841-32.4% | $133,980-55.7% | $62,891-5.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.97% | 12.05%-6.1pp | 29.30%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,216 | $3,483-36.4% | $5,211-57.5% | $2,281-2.8% |
| Participant deferral / active EE | $4,457 | $4,812-7.4% | $6,282-29.0% | $3,203+39.2% |
| Admin fee / account holder | $2,988 | $5,371-44.4% | $9,324-68.0% | $4,296-30.4% |