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 | $131,291 | $93,170+40.9% | $100,534+30.6% | $84,808+54.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 80.6%+10.3pp | 68.3%+22.6pp |
| Annual return | 16.07% | 47.13%-31.1pp | 32.66%-16.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,505 | $3,985+63.3% | $4,346+49.7% | $2,631+147.3% |
| Participant deferral / active EE | $2,768 | $5,699-51.4% | $6,144-55.0% | $4,212-34.3% |
| Admin fee / account holder | $15,619 | $7,382+111.6% | $7,654+104.1% | $7,344+112.7% |