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 | $119,175 | $73,004+63.2% | $90,749+31.3% | $68,494+74.0% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -15.37% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,872 | $2,193-14.6% | $2,921-35.9% | $2,596-27.9% |
| Participant deferral / active EE | $6,133 | $3,627+69.1% | $4,564+34.4% | $4,027+52.3% |
| Admin fee / account holder | $19,715 | $5,896+234.4% | $8,445+133.5% | $5,403+264.9% |