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 | $132,969 | $94,625+40.5% | $116,228+14.4% | $84,808+56.8% |
| Participation rate | 90.6% | 70.4%+20.1pp | 74.6%+16.0pp | 68.3%+22.3pp |
| Annual return | 16.31% | 20.40%-4.1pp | 90.06%-73.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,394 | $2,347+2.0% | $2,994-20.0% | $2,631-9.0% |
| Participant deferral / active EE | $6,998 | $3,972+76.2% | $4,953+41.3% | $4,212+66.2% |
| Admin fee / account holder | $2,337 | $10,091-76.8% | $11,989-80.5% | $7,344-68.2% |