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 | $138,191 | $89,698+54.1% | $103,476+33.5% | $80,856+70.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 36.04% | 22.78%+13.3pp | 23.90%+12.1pp | 35.59%+0.4pp |
| Employer contribution / active EE | $3,025 | $4,018-24.7% | $4,672-35.2% | $2,755+9.8% |
| Participant deferral / active EE | $7,627 | $5,456+39.8% | $6,623+15.2% | $4,296+77.5% |
| Admin fee / account holder | $24,429 | $6,768+260.9% | $9,413+159.5% | $6,918+253.1% |