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 | $135,071 | $81,208+66.3% | $98,907+36.6% | $79,858+69.1% |
| Participation rate | 86.1% | 72.5%+13.6pp | 76.0%+10.1pp | 69.6%+16.5pp |
| Annual return | 14.52% | 60.99%-46.5pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,705 | $1,960-13.0% | $2,689-36.6% | $2,471-31.0% |
| Participant deferral / active EE | $5,215 | $3,265+59.7% | $4,244+22.9% | $3,740+39.4% |
| Admin fee / account holder | $3,473 | $6,013-42.2% | $6,642-47.7% | $5,306-34.6% |