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 | $230,952 | $69,207+233.7% | $64,056+260.5% | $139,434+65.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.05% | 45.88%-28.8pp | 33.69%-16.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $19,312 | $3,182+506.9% | $2,747+603.1% | $4,751+306.5% |
| Participant deferral / active EE | $7,446 | $4,682+59.1% | $3,880+91.9% | $6,710+11.0% |
| Admin fee / account holder | $1,263 | $4,244-70.3% | $3,068-58.8% | $11,403-88.9% |