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 | $159,255 | $87,733+81.5% | $106,548+49.5% | $85,850+85.5% |
| Participation rate | 92.4% | 71.9%+20.5pp | 76.1%+16.3pp | 69.3%+23.1pp |
| Annual return | 12.04% | 21.86%-9.8pp | 26.80%-14.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,833 | $2,073-11.6% | $2,819-35.0% | $2,565-28.5% |
| Participant deferral / active EE | $6,838 | $3,469+97.1% | $4,398+55.5% | $3,952+73.0% |
| Admin fee / account holder | $2,591 | $6,767-61.7% | $7,407-65.0% | $6,260-58.6% |