Filed November 9, 2005 (most recent of 2 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 | $129,646 | $98,463+31.7% | $119,258+8.7% | $85,850+51.0% |
| Participation rate | 96.0% | 77.6%+18.4pp | 82.7%+13.3pp | 69.3%+26.7pp |
| Annual return | 20.82% | 38.53%-17.7pp | 30.69%-9.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,168 | $3,698-41.4% | $4,384-50.5% | $2,565-15.5% |
| Participant deferral / active EE | $6,359 | $4,942+28.7% | $6,111+4.1% | $3,952+60.9% |
| Admin fee / account holder | $92,067 | $7,493+1128.7% | $7,226+1174.1% | $6,260+1370.7% |