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 | $54,705+352.4% | $71,209+247.5% | $84,808+191.8% |
| Participation rate | 96.7% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.4pp |
| Annual return | 19.69% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,353 | $3,030+340.6% | $4,175+219.8% | $4,212+217.1% |
| Admin fee / account holder | $22,147 | $4,863+355.4% | $5,349+314.1% | $7,344+201.6% |