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 | $95,307 | $79,633+19.7% | $93,789+1.6% | $68,494+39.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.68% | -0.10%-17.6pp | -11.33%-6.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,774 | $3,665-24.3% | $4,323-35.8% | $2,596+6.9% |
| Participant deferral / active EE | $5,302 | $5,158+2.8% | $6,094-13.0% | $4,027+31.7% |
| Admin fee / account holder | $2,910 | $6,871-57.6% | $7,195-59.5% | $5,403-46.1% |