Filed November 9, 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 | $247,479 | $51,638+379.3% | $68,368+262.0% | $82,448+200.2% |
| Participation rate | 96.7% | 63.6%+33.1pp | 73.8%+23.0pp | 68.1%+28.7pp |
| Annual return | 19.69% | 37.53%-17.8pp | 292.57%-272.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,353 | $2,914+358.3% | $4,123+223.9% | $4,139+222.6% |
| Admin fee / account holder | $22,147 | $4,643+377.0% | $5,150+330.1% | $7,234+206.1% |