Filed December 14, 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 | $133,648 | $81,632+63.7% | $70,449+89.7% | $158,922-15.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.83% | 208.40%-194.6pp | 109.03%-95.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $16,990 | $3,217+428.1% | $2,737+520.8% | $4,761+256.8% |
| Participant deferral / active EE | $10,529 | $4,554+131.2% | $3,709+183.9% | $5,982+76.0% |
| Admin fee / account holder | $194,089 | $6,193+3034.2% | $3,845+4947.5% | $11,246+1625.9% |