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 | $95,225 | $61,660+54.4% | $80,019+19.0% | $64,186+48.4% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -3.20% | -0.33%-2.9pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,537 | $1,810-15.1% | $2,468-37.7% | $2,381-35.5% |
| Participant deferral / active EE | $4,793 | $2,968+61.5% | $3,686+30.0% | $3,470+38.1% |
| Admin fee / account holder | $2,380 | $5,417-56.1% | $6,521-63.5% | $4,888-51.3% |