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 | $101,138 | $103,966-2.7% | $112,887-10.4% | $75,163+34.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.70% | 24.54%-9.8pp | 34.10%-19.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,557 | $3,870-33.9% | $4,563-44.0% | $2,670-4.2% |
| Participant deferral / active EE | $6,159 | $5,456+12.9% | $6,513-5.4% | $4,125+49.3% |
| Admin fee / account holder | $9,434 | $7,663+23.1% | $7,047+33.9% | $5,651+66.9% |