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 | $112,409 | $87,013+29.2% | $106,213+5.8% | $80,856+39.0% |
| Participation rate | 94.9% | 70.4%+24.5pp | 75.3%+19.7pp | 67.6%+27.3pp |
| Annual return | 13.32% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,087 | $2,395-12.9% | $3,171-34.2% | $2,755-24.2% |
| Participant deferral / active EE | $6,237 | $3,986+56.5% | $5,016+24.3% | $4,296+45.2% |
| Admin fee / account holder | $24,862 | $8,431+194.9% | $11,033+125.3% | $6,918+259.4% |